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Fiduciary Alliance’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-522
Closed -$10.2K – 567
2023
Q2 		$10.2K Buy
+522
New +$10K ﹤0.01% 556

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Fiduciary Alliance's IYLD Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2023, closing a stake of 522 shares — an estimated $10.2K sold.

Fiduciary Alliance first reported a position in IYLD in Q2 2023 and held it in 1 quarter. The position peaked at $10.2K in Q2 2023. 47 funds tracked by Wall St. Rank hold IYLD as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 522 iShares Morningstar Multi-Asset Income ETF shares in Q3 2023, an estimated $10.2K.
  • Fiduciary Alliance first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's iShares Morningstar Multi-Asset Income ETF position peaked at $10.2K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.