Financial Advocates Investment Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Financial Advocates Investment Management’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
2025 Q1	–	Sell	-55,682	Closed	-$4.94M	–	759
2024 Q4	$4.94M	Buy	+55,682	New	+$1.12M	0.28%	76
2024 Q3	–	Sell	-4,725	Closed	-$411K	–	792
2024 Q2	$411K	Sell	4,725 -10,363	-69%	-$205K	0.03%	484
2024 Q1	$2.76M	Buy	15,088 +972	+7%	+$19.2K	0.16%	141
2023 Q4	$2.16M	Buy	+14,116	New	+$270K	0.14%	164
2023 Q3	–	Sell	-51,636	Closed	-$3.81M	–	719
2023 Q2	$3.81M	Sell	51,636 -63	-0.1%	-$1.21K	0.27%	91
2023 Q1	$3.76M	Buy	+51,699	New	+$1.01M	0.27%	90
2021 Q1	–	Sell	-38,055	Closed	-$1.38M	–	774
2020 Q4	$1.38M	Buy	+38,055	New	+$883K	0.09%	240
2020 Q3	–	Sell	-22,784	Closed	-$1.06M	–	665
2020 Q2	$1.06M	Buy	+22,784	New	+$485K	0.1%	236

Other funds holding IYLD

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Advocates Investment Management's IYLD Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2025, closing a stake of 55,682 shares — an estimated $4.94M sold.

Financial Advocates Investment Management first reported a position in IYLD in Q2 2020 and held it in 8 quarters. The position peaked at $4.94M in Q4 2024. 52 funds tracked by Wall St. Rank hold IYLD as of Q1 2025.

Financial Advocates Investment Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 55,682 iShares Morningstar Multi-Asset Income ETF shares in Q1 2025, an estimated $4.94M.
Financial Advocates Investment Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2020 and held it in 8 quarters.
Financial Advocates Investment Management's iShares Morningstar Multi-Asset Income ETF position peaked at $4.94M in Q4 2024.
52 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.