CPF Texas’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

CPF Texas’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	$11K	Buy	+441	New	+$10.9K	0.01%	238

Other funds holding IYLD

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

CPF Texas's IYLD Position: Q3 2018 in Review

CPF Texas opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2018: 441 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings.

54 funds tracked by Wall St. Rank hold IYLD as of Q3 2018.

CPF Texas held 441 shares of iShares Morningstar Multi-Asset Income ETF worth $11K as of Q3 2018.
iShares Morningstar Multi-Asset Income ETF was a new CPF Texas position in Q3 2018.
iShares Morningstar Multi-Asset Income ETF made up 0.01% of CPF Texas's portfolio in Q3 2018, its #238 holding.
54 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2018.

Based on CPF Texas's 13F filing for Q3 2018, filed 14 Nov 2018.