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

Cetera Advisors’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
2019
Q2 		– Sell
-1,800
Closed -$45K – 1126
2019
Q1 		$45K Buy
+1,800
New +$43.8K ﹤0.01% 984

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Cetera Advisors's IYLD Position: Q2 2019 in Review

Cetera Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2019, closing a stake of 1,800 shares — an estimated $45K sold.

Cetera Advisors first reported a position in IYLD in Q1 2019 and held it in 1 quarter. The position peaked at $45K in Q1 2019. 63 funds tracked by Wall St. Rank hold IYLD as of Q2 2019.

  • Cetera Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2019 after selling out during the quarter.
  • Cetera Advisors sold 1,800 iShares Morningstar Multi-Asset Income ETF shares in Q2 2019, an estimated $45K.
  • Cetera Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2019 and held it in 1 quarter.
  • Cetera Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $45K in Q1 2019.
  • 63 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2019.

Based on Cetera Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.