Creative Financial Designs’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Creative Financial Designs’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
2020 Q3	–	Sell	-3,047	Closed	-$68K	–	1256
2020 Q2	$68K	Buy	+3,047	New	+$64.9K	0.02%	365
2018 Q3	–	Sell	-333	Closed	-$8K	–	784
2018 Q2	$8K	Sell	333 -334	-50%	-$8.25K	﹤0.01%	492
2018 Q1	$17K	Hold	667	–	–	0.01%	349
2017 Q4	$17K	Hold	667	–	–	0.01%	340
2017 Q3	$17K	Hold	667	–	–	0.01%	356
2017 Q2	$17K	Sell	667 -333	-33%	-$8.45K	0.01%	344
2017 Q1	$25K	Hold	1,000	–	–	0.02%	297
2016 Q4	$24K	Buy	+1,000	New	+$24.4K	0.02%	294

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

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

DADC

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Financial Designs's IYLD Position: Q3 2020 in Review

Creative Financial Designs sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2020, closing a stake of 3,047 shares — an estimated $68K sold.

Creative Financial Designs first reported a position in IYLD in Q4 2016 and held it in 8 quarters. The position peaked at $68K in Q2 2020. 63 funds tracked by Wall St. Rank hold IYLD as of Q3 2020.

Creative Financial Designs reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2020 after selling out during the quarter.
Creative Financial Designs sold 3,047 iShares Morningstar Multi-Asset Income ETF shares in Q3 2020, an estimated $68K.
Creative Financial Designs first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2016 and held it in 8 quarters.
Creative Financial Designs's iShares Morningstar Multi-Asset Income ETF position peaked at $68K in Q2 2020.
63 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.