FSC Wealth Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

FSC Wealth Advisors’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 Q1	–	Sell	-9,777	Closed	-$197K	–	280
2023 Q4	$197K	Buy	+9,777	New	+$187K	0.14%	49
2023 Q1	–	Sell	-2,303	Closed	-$43.7K	–	181
2022 Q4	$43.7K	Buy	+2,303	New	+$43.5K	0.07%	57
2022 Q1	–	Sell	-4,447	Closed	-$107K	–	182
2021 Q4	$107K	Buy	+4,447	New	+$107K	0.07%	49

Other funds holding IYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FSC Wealth Advisors's IYLD Position: Q1 2024 in Review

FSC Wealth Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2024, closing a stake of 9,777 shares — an estimated $197K sold.

FSC Wealth Advisors first reported a position in IYLD in Q4 2021 and held it in 3 quarters. The position peaked at $197K in Q4 2023. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2024.

FSC Wealth Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2024 after selling out during the quarter.
FSC Wealth Advisors sold 9,777 iShares Morningstar Multi-Asset Income ETF shares in Q1 2024, an estimated $197K.
FSC Wealth Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2021 and held it in 3 quarters.
FSC Wealth Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $197K in Q4 2023.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2024.

Based on FSC Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.