First Heartland Consultants’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $349K | Sell |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $470K | Sell |
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|
2024
Q3 | $535K | Sell |
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|
2024
Q2 | $1.06K | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.15M | Hold |
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|
2022
Q3 | $1.11K | Hold |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.49K | Sell |
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|
2021
Q3 | $1.49M | Sell |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.62M | Sell |
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|
2020
Q3 | $1.55M | Sell |
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|
2020
Q2 | $1.54M | Buy |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $1.77M | Buy |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.47M | Buy |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $1.33M | Sell |
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|
2018
Q3 | $1.53M | Buy |
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|
2018
Q2 | $1.52M | Buy |
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|
2018
Q1 | $1.31M | Sell |
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|
2017
Q4 | $1.46M | Buy |
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|
2017
Q3 | $1.38M | Sell |
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|
2017
Q2 | $1.36M | Buy |
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|
2017
Q1 | $1.21M | Buy |
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|
2016
Q4 | $1.05M | Buy |
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|
2016
Q3 | $956K | Buy |
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|
2016
Q2 | $933 | Buy |
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|
2016
Q1 | $897K | Buy |
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|
2015
Q4 | $861K | Buy |
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|
2015
Q3 | $867K | Sell |
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|
2015
Q2 | $989 | Buy |
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|
2015
Q1 | $733K | Buy |
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|
2014
Q4 | $598K | Buy |
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