Future Financial Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Future Financial Wealth 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
2022 Q2	–	Sell	-2,000	Closed	-$45K	–	292
2022 Q1	$45K	Hold	2,000	–	–	0.04%	281
2021 Q4	$48K	Buy	+2,000	New	+$47.9K	0.04%	281

Other funds holding IYLD

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

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Future Financial Wealth Management's IYLD Position: Q2 2022 in Review

Future Financial Wealth Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2022, closing a stake of 2,000 shares — an estimated $45K sold.

Future Financial Wealth Management first reported a position in IYLD in Q4 2021 and held it in 2 quarters. The position peaked at $48K in Q4 2021. 51 funds tracked by Wall St. Rank hold IYLD as of Q2 2022.

Future Financial Wealth Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2022 after selling out during the quarter.
Future Financial Wealth Management sold 2,000 iShares Morningstar Multi-Asset Income ETF shares in Q2 2022, an estimated $45K.
Future Financial Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2021 and held it in 2 quarters.
Future Financial Wealth Management's iShares Morningstar Multi-Asset Income ETF position peaked at $48K in Q4 2021.
51 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.