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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-680
Closed -$17K – 2744
2017
Q2 		$17K Buy
680
+240
+55% +$6K ﹤0.01% 3237
2017
Q1 		$11K Buy
+440
New +$11K ﹤0.01% 3479