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Fourpath Capital Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Fourpath Capital 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
2024
Q4 		– Sell
-616
Closed -$12.7K – 504
2024
Q3 		$12.7K Buy
+616
New +$12.5K ﹤0.01% 474

Other funds holding IYLD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fourpath Capital Management's IYLD Position: Q4 2024 in Review

Fourpath Capital Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2024, closing a stake of 616 shares — an estimated $12.7K sold.

Fourpath Capital Management first reported a position in IYLD in Q3 2024 and held it in 1 quarter. The position peaked at $12.7K in Q3 2024. 52 funds tracked by Wall St. Rank hold IYLD as of Q4 2024.

  • Fourpath Capital Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 616 iShares Morningstar Multi-Asset Income ETF shares in Q4 2024, an estimated $12.7K.
  • Fourpath Capital Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's iShares Morningstar Multi-Asset Income ETF position peaked at $12.7K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.