Cetera Advisor Networks’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Cetera Advisor Networks’s Portfolio IYLD Stock Details IYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,665	Closed	-$148K	–	2134
2020 Q2	$148K	Sell	6,665 -4,126	-38%	-$87.9K	﹤0.01%	1288
2020 Q1	$216K	Sell	10,791 -4,545	-30%	-$110K	0.01%	950
2019 Q4	$392K	Sell	15,336 -83	-0.5%	-$2.09K	0.01%	835
2019 Q3	$386K	Buy	15,419 +17	+0.1%	+$423	0.01%	808
2019 Q2	$387K	Buy	15,402 +2,345	+18%	+$57.9K	0.01%	787
2019 Q1	$324K	Buy	13,057 +20	+0.2%	+$487	0.01%	838
2018 Q4	$302K	Buy	13,037 +527	+4%	+$12.6K	0.01%	758
2018 Q3	$310K	Buy	+12,510	New	+$308K	0.01%	846
2016 Q4	–	Sell	-9,383	Closed	-$237K	–	939
2016 Q3	$237K	Buy	+9,383	New	+$235K	0.01%	864

Other funds holding IYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Advisor Networks's IYLD Position: Q3 2020 in Review

Cetera Advisor Networks sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2020, closing a stake of 6,665 shares — an estimated $148K sold.

Cetera Advisor Networks first reported a position in IYLD in Q3 2016 and held it in 9 quarters. The position peaked at $392K in Q4 2019. 63 funds tracked by Wall St. Rank hold IYLD as of Q3 2020.

Cetera Advisor Networks reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 6,665 iShares Morningstar Multi-Asset Income ETF shares in Q3 2020, an estimated $148K.
Cetera Advisor Networks first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2016 and held it in 9 quarters.
Cetera Advisor Networks's iShares Morningstar Multi-Asset Income ETF position peaked at $392K in Q4 2019.
63 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.