Founders Financial Alliance’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 | $5.32K | Sell |
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|
2025
Q2 | $8.3K | Hold |
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|
2025
Q1 | $8.03K | Hold |
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|
2024
Q4 | $7.79K | Hold |
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|
2024
Q3 | $8.26K | Hold |
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|
2024
Q2 | $7.94K | Hold |
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|
2024
Q1 | $7.97K | Hold |
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|
2023
Q4 | $8.05K | Sell |
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|
2023
Q3 | $12.4K | Hold |
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|
2023
Q2 | $12.7K | Sell |
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|
2023
Q1 | $32.5K | Hold |
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|
2022
Q4 | $32K | Sell |
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|
2022
Q3 | $31K | Sell |
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|
2022
Q2 | $62K | Sell |
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|
2022
Q1 | $71K | Hold |
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|
2021
Q4 | $76K | Sell |
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|
2021
Q3 | $77K | Hold |
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|
2021
Q2 | $78K | Sell |
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|
2021
Q1 | $76K | Sell |
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|
2020
Q4 | $78K | Hold |
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|
2020
Q3 | $75K | Buy |
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