Geneos Wealth Management’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 | $58.2K | Sell |
|
|||||
|
2025
Q2 | $98.2K | Sell |
|
|||||
|
2025
Q1 | $190K | Buy |
|
|||||
|
2024
Q4 | $92K | Buy |
|
|||||
|
2024
Q3 | $97.3K | Buy |
|
|||||
|
2024
Q2 | $93.3K | Buy |
|
|||||
|
2024
Q1 | $93.7K | Sell |
|
|||||
|
2023
Q4 | $109K | Sell |
|
|||||
|
2023
Q3 | $206K | Sell |
|
|||||
|
2023
Q2 | $286K | Sell |
|
|||||
|
2023
Q1 | $399K | Sell |
|
|||||
|
2022
Q4 | $540K | Sell |
|
|||||
|
2022
Q3 | $624K | Sell |
|
|||||
|
2022
Q2 | $980K | Sell |
|
|||||
|
2022
Q1 | $1.22M | Sell |
|
|||||
|
2021
Q4 | $1.49M | Buy |
|
|||||
|
2021
Q3 | $1.26M | Buy |
|
|||||
|
2021
Q2 | $1.06M | Sell |
|
|||||
|
2021
Q1 | $1.11M | Buy |
|
|||||
|
2020
Q4 | $1.02M | Sell |
|
|||||
|
2020
Q3 | $1.15M | Buy |
|
|||||
|
2020
Q2 | $1.02M | Buy |
|
|||||
|
2020
Q1 | $885K | Buy |
|
|||||
|
2019
Q4 | $1.07M | Buy |
|
|||||
|
2019
Q3 | $990K | Buy |
|
|||||
|
2019
Q2 | $901K | Buy |
|
|||||
|
2019
Q1 | $776K | Buy |
|
|||||
|
2018
Q4 | $716K | Sell |
|
|||||
|
2018
Q3 | $808K | Sell |
|
|||||
|
2018
Q2 | $839K | Sell |
|
|||||
|
2018
Q1 | $892K | Buy |
|
|||||
|
2017
Q4 | $904K | Buy |
|
|||||
|
2017
Q3 | $851K | Sell |
|
|||||
|
2017
Q2 | $846K | Buy |
|
|||||
|
2017
Q1 | $796K | Sell |
|
|||||
|
2016
Q4 | $779K | Sell |
|
|||||
|
2016
Q3 | $872K | Buy |
|
|||||
|
2016
Q2 | $762K | Buy |
|
|||||
|
2016
Q1 | $733K | Buy |
|