Confluence Wealth Services’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,212	Closed	-$29K	–	703
2021 Q4	$29K	Buy	+1,212	New	+$29K	0.01%	618