CX Institutional’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20K | Sell |
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2025
Q2 | $20K | Sell |
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|
2025
Q1 | $21K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $2.18M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $551K | Sell |
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|
2020
Q3 | $556K | Buy |
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|
2020
Q2 | $473K | Buy |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $365K | Sell |
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|
2019
Q3 | $358K | Buy |
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|
2019
Q2 | $348K | Buy |
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|
2019
Q1 | $173K | Buy |
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|
2018
Q4 | $43K | Sell |
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|
2018
Q3 | $97K | Buy |
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|
2018
Q2 | $32K | Buy |
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