D.A. Davidson & Co’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 | $241K | Sell |
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|
2025
Q2 | $338K | Hold |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $527K | Hold |
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|
2024
Q1 | $530K | Sell |
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|
2023
Q4 | $539K | Sell |
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|
2023
Q3 | $641K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $2.76M | Buy |
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|
2022
Q1 | $2.99M | Buy |
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|
2021
Q4 | $3.11M | Sell |
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|
2021
Q3 | $3.22M | Sell |
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|
2021
Q2 | $3.28M | Sell |
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|
2021
Q1 | $3.42M | Buy |
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|
2020
Q4 | $3.43M | Sell |
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|
2020
Q3 | $3.23M | Sell |
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|
2020
Q2 | $3.2M | Sell |
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|
2020
Q1 | $2.88M | Buy |
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|
2019
Q4 | $3.42M | Buy |
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|
2019
Q3 | $1.39M | Buy |
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|
2019
Q2 | $406K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $5K | Hold |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $4K | Hold |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $5K | Hold |
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|
2014
Q4 | $5K | Buy |
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