Farther Finance Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Farther Finance Advisors’s Portfolio IYLD Stock Details IYLD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$85.8K	Sell
2025 Q2	$84.4K	Buy
2025 Q1	$81.2K	Buy
2024 Q4	$74.9K	Sell
2024 Q3	$172K	Buy
2024 Q2	$165K	Sell
2024 Q1	$180K	Sell
2023 Q4	$431K	Buy