Glen Eagle Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Glen Eagle 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
2022 Q1	–	Sell	-7	Closed	-$175	–	960
2021 Q4	$175	Hold	7	–	–	﹤0.01%	911
2021 Q3	$172	Buy	7 +1	+17%	+$24	﹤0.01%	1040
2021 Q2	$148	Hold	6	–	–	﹤0.01%	1024
2021 Q1	$142	Buy	6 +3	+100%	+$71	﹤0.01%	988
2020 Q4	$74	Buy	3 +1	+50%	+$23	﹤0.01%	963
2020 Q3	$45	Buy	2 +1	+100%	+$23	﹤0.01%	907
2020 Q2	$22	Buy	+1	New	+$21	﹤0.01%	898

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

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

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

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

DADC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Glen Eagle Advisors's IYLD Position: Q1 2022 in Review

Glen Eagle Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2022, closing a stake of 7 shares — an estimated $175 sold.

Glen Eagle Advisors first reported a position in IYLD in Q2 2020 and held it in 7 quarters. The position peaked at $175 in Q4 2021. 48 funds tracked by Wall St. Rank hold IYLD as of Q1 2022.

Glen Eagle Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2022 after selling out during the quarter.
Glen Eagle Advisors sold 7 iShares Morningstar Multi-Asset Income ETF shares in Q1 2022, an estimated $175.
Glen Eagle Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2020 and held it in 7 quarters.
Glen Eagle Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $175 in Q4 2021.
48 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2022.

Based on Glen Eagle Advisors's 13F filing for Q1 2022, filed 13 Aug 2024.