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Dynamic Advisor Solutions’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Dynamic Advisor Solutions’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
2019
Q4 		– Sell
-9,003
Closed -$225K – 589
2019
Q3 		$225K Sell
9,003
-209
-2% -$5.2K 0.03% 440
2019
Q2 		$231K Buy
+9,212
New +$227K 0.04% 424

Other funds holding IYLD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynamic Advisor Solutions's IYLD Position: Q4 2019 in Review

Dynamic Advisor Solutions sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2019, closing a stake of 9,003 shares — an estimated $225K sold.

Dynamic Advisor Solutions first reported a position in IYLD in Q2 2019 and held it in 2 quarters. The position peaked at $231K in Q2 2019. 74 funds tracked by Wall St. Rank hold IYLD as of Q4 2019.

  • Dynamic Advisor Solutions reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 9,003 iShares Morningstar Multi-Asset Income ETF shares in Q4 2019, an estimated $225K.
  • Dynamic Advisor Solutions first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2019 and held it in 2 quarters.
  • Dynamic Advisor Solutions's iShares Morningstar Multi-Asset Income ETF position peaked at $231K in Q2 2019.
  • 74 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2019, filed 4 Feb 2020.