Farther Finance Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.4K | Buy |
4,067
+37
| +0.9% | +$768 | ﹤0.01% | 1844 |
|
|
2025
Q1 | $81.2K | Buy |
4,030
+187
| +5% | +$3.77K | ﹤0.01% | 1648 |
|
|
2024
Q4 | $74.9K | Sell |
3,843
-4,485
| -54% | -$87.4K | ﹤0.01% | 1445 |
|
|
2024
Q3 | $172K | Buy |
8,328
+11
| +0.1% | +$228 | 0.01% | 1049 |
|
|
2024
Q2 | $165K | Sell |
8,317
-754
| -8% | -$15K | 0.01% | 920 |
|
|
2024
Q1 | $180K | Sell |
9,071
-12,372
| -58% | -$246K | 0.01% | 721 |
|
|
2023
Q4 | $431K | Buy |
+21,443
| New | +$431K | 0.03% | 381 |
|