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Crescent Capital Consulting’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Crescent Capital Consulting’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
2021
Q1 		– Sell
-80
Closed -$2K – 530
2020
Q4 		$2K Buy
+80
New +$1.86K ﹤0.01% 413

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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
DADC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Crescent Capital Consulting's IYLD Position: Q1 2021 in Review

Crescent Capital Consulting sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2021, closing a stake of 80 shares — an estimated $2K sold.

Crescent Capital Consulting first reported a position in IYLD in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 60 funds tracked by Wall St. Rank hold IYLD as of Q1 2021.

  • Crescent Capital Consulting reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2021 after selling out during the quarter.
  • Crescent Capital Consulting sold 80 iShares Morningstar Multi-Asset Income ETF shares in Q1 2021, an estimated $2K.
  • Crescent Capital Consulting first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2020 and held it in 1 quarter.
  • Crescent Capital Consulting's iShares Morningstar Multi-Asset Income ETF position peaked at $2K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2021.

Based on Crescent Capital Consulting's 13F filing for Q1 2021, filed 15 Apr 2021.