Creekmur Asset Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Hold |
554
| – | – | ﹤0.01% | 505 |
|
|
2025
Q1 | $11.1K | Hold |
554
| – | – | ﹤0.01% | 464 |
|
|
2024
Q4 | $10.8K | Hold |
554
| – | – | ﹤0.01% | 415 |
|
|
2024
Q3 | $11.4K | Sell |
554
-62
| -10% | -$1.28K | ﹤0.01% | 422 |
|
|
2024
Q2 | $12.2K | Sell |
616
-33
| -5% | -$655 | ﹤0.01% | 464 |
|
|
2024
Q1 | $12.9K | Hold |
649
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $13.1K | Buy |
+649
| New | +$13.1K | ﹤0.01% | 494 |
|