Financial Advocates Investment Management’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
Q1 | – | Sell |
-55,682
| Closed | -$4.94M | – | 739 |
|
|
2024
Q4 | $4.94M | Buy |
+55,682
| New | +$4.94M | 0.28% | 76 |
|
|
2024
Q3 | – | Sell |
-4,725
| Closed | -$411K | – | 768 |
|
|
2024
Q2 | $411K | Sell |
4,725
-10,363
| -69% | -$902K | 0.03% | 482 |
|
|
2024
Q1 | $2.76M | Buy |
15,088
+972
| +7% | +$178K | 0.16% | 141 |
|
|
2023
Q4 | $2.16M | Buy |
+14,116
| New | +$2.16M | 0.14% | 164 |
|
|
2023
Q3 | – | Sell |
-51,636
| Closed | -$3.81M | – | 716 |
|
|
2023
Q2 | $3.81M | Sell |
51,636
-63
| -0.1% | -$4.65K | 0.27% | 90 |
|
|
2023
Q1 | $3.76M | Buy |
+51,699
| New | +$3.76M | 0.27% | 85 |
|
|
2021
Q1 | – | Sell |
-38,055
| Closed | -$1.38M | – | 759 |
|
|
2020
Q4 | $1.38M | Buy |
+38,055
| New | +$1.38M | 0.09% | 239 |
|
|
2020
Q3 | – | Sell |
-22,784
| Closed | -$1.06M | – | 646 |
|
|
2020
Q2 | $1.06M | Buy |
+22,784
| New | +$1.06M | 0.1% | 226 |
|