Creative Planning
IYLD icon

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

Creative Planning’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
2017
Q3 		– Sell
-680
Closed -$17K – 2811
2017
Q2 		$17K Buy
680
+240
+55% +$6.09K ﹤0.01% 3274
2017
Q1 		$11K Buy
+440
New +$10.9K ﹤0.01% 3521

Other funds holding IYLD

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
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's IYLD Position: Q3 2017 in Review

Creative Planning sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2017, closing a stake of 680 shares — an estimated $17K sold.

Creative Planning first reported a position in IYLD in Q1 2017 and held it in 2 quarters. The position peaked at $17K in Q2 2017. 46 funds tracked by Wall St. Rank hold IYLD as of Q3 2017.

  • Creative Planning reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 680 iShares Morningstar Multi-Asset Income ETF shares in Q3 2017, an estimated $17K.
  • Creative Planning first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2017 and held it in 2 quarters.
  • Creative Planning's iShares Morningstar Multi-Asset Income ETF position peaked at $17K in Q2 2017.
  • 46 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.