CA
IYLD icon

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

Clearstead 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
2018
Q3 		– Sell
-9,465
Closed -$232K – 234
2018
Q2 		$232K Hold
9,465
– – 0.03% 207
2018
Q1 		$236K Hold
9,465
– – 0.03% 204
2017
Q4 		$244K Hold
9,465
– – 0.03% 203
2017
Q3 		$245K Hold
9,465
– – 0.03% 215
2017
Q2 		$242K Buy
+9,465
New +$240K 0.04% 209

Other funds holding IYLD

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearstead Advisors's IYLD Position: Q3 2018 in Review

Clearstead Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2018, closing a stake of 9,465 shares — an estimated $232K sold.

Clearstead Advisors first reported a position in IYLD in Q2 2017 and held it in 5 quarters. The position peaked at $245K in Q3 2017. 54 funds tracked by Wall St. Rank hold IYLD as of Q3 2018.

  • Clearstead Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2018 after selling out during the quarter.
  • Clearstead Advisors sold 9,465 iShares Morningstar Multi-Asset Income ETF shares in Q3 2018, an estimated $232K.
  • Clearstead Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2017 and held it in 5 quarters.
  • Clearstead Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $245K in Q3 2017.
  • 54 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2018.

Based on Clearstead Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.