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Flow Traders U.S.’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Flow Traders U.S.’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
2021
Q2 		– Sell
-13,122
Closed -$314K – 1042
2021
Q1 		$307K Buy
+13,122
New +$311K 0.02% 644

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Flow Traders U.S.'s IYLD Position: Q2 2021 in Review

Flow Traders U.S. sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2021, closing a stake of 13,122 shares — an estimated $314K sold.

Flow Traders U.S. first reported a position in IYLD in Q1 2021 and held it in 1 quarter. The position peaked at $307K in Q1 2021. 53 funds tracked by Wall St. Rank hold IYLD as of Q2 2021.

  • Flow Traders U.S. reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2021 after selling out during the quarter.
  • Flow Traders U.S. sold 13,122 iShares Morningstar Multi-Asset Income ETF shares in Q2 2021, an estimated $314K.
  • Flow Traders U.S. first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2021 and held it in 1 quarter.
  • Flow Traders U.S.'s iShares Morningstar Multi-Asset Income ETF position peaked at $307K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2021.

Based on Flow Traders U.S.'s 13F filing for Q2 2021, filed 16 Aug 2021.