Founders Financial Alliance’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
Q2 | $8.3K | Hold |
400
| – | – | ﹤0.01% | 471 |
|
|
2025
Q1 | $8.03K | Hold |
400
| – | – | ﹤0.01% | 538 |
|
|
2024
Q4 | $7.79K | Hold |
400
| – | – | ﹤0.01% | 497 |
|
|
2024
Q3 | $8.26K | Hold |
400
| – | – | ﹤0.01% | 499 |
|
|
2024
Q2 | $7.94K | Hold |
400
| – | – | ﹤0.01% | 483 |
|
|
2024
Q1 | $7.97K | Hold |
400
| – | – | ﹤0.01% | 488 |
|
|
2023
Q4 | $8.05K | Sell |
400
-250
| -38% | -$5.03K | ﹤0.01% | 442 |
|
|
2023
Q3 | $12.4K | Hold |
650
| – | – | 0.01% | 405 |
|
|
2023
Q2 | $12.7K | Sell |
650
-1,036
| -61% | -$20.2K | 0.01% | 438 |
|
|
2023
Q1 | $32.5K | Hold |
1,686
| – | – | 0.02% | 336 |
|
|
2022
Q4 | $32K | Sell |
1,686
-25
| -1% | -$474 | 0.01% | 364 |
|
|
2022
Q3 | $31K | Sell |
1,711
-1,440
| -46% | -$26.1K | 0.02% | 360 |
|
|
2022
Q2 | $62K | Sell |
3,151
-30
| -0.9% | -$590 | 0.03% | 311 |
|
|
2022
Q1 | $71K | Hold |
3,181
| – | – | 0.03% | 289 |
|
|
2021
Q4 | $76K | Sell |
3,181
-20
| -0.6% | -$478 | 0.03% | 322 |
|
|
2021
Q3 | $77K | Hold |
3,201
| – | – | 0.04% | 300 |
|
|
2021
Q2 | $78K | Sell |
3,201
-30
| -0.9% | -$731 | 0.04% | 313 |
|
|
2021
Q1 | $76K | Sell |
3,231
-30
| -0.9% | -$706 | 0.04% | 299 |
|
|
2020
Q4 | $78K | Hold |
3,261
| – | – | 0.04% | 263 |
|
|
2020
Q3 | $75K | Buy |
+3,261
| New | +$75K | 0.04% | 312 |
|