Collaborative Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Collaborative Wealth Management’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
2021 Q4	$217K	Buy	+9,037	New	+$217K	0.12%	187

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

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

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Collaborative Wealth Management's IYLD Position: Q4 2021 in Review

Collaborative Wealth Management opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2021: 9,037 shares worth $217K. The stake represents 0.12% of the portfolio and ranks #187 among its holdings.

62 funds tracked by Wall St. Rank hold IYLD as of Q4 2021.

Collaborative Wealth Management held 9,037 shares of iShares Morningstar Multi-Asset Income ETF worth $217K as of Q4 2021.
iShares Morningstar Multi-Asset Income ETF was a new Collaborative Wealth Management position in Q4 2021.
iShares Morningstar Multi-Asset Income ETF made up 0.12% of Collaborative Wealth Management's portfolio in Q4 2021, its #187 holding.
62 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2021.

Based on Collaborative Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.