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

Graham Capital 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
2023
Q2 		– Sell
-2,682
Closed -$516K – 92
2023
Q1 		$516K Buy
+2,682
New +$52.3K 0.07% 110

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Graham Capital Wealth Management's IYLD Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2023, closing a stake of 2,682 shares — an estimated $516K sold.

Graham Capital Wealth Management first reported a position in IYLD in Q1 2023 and held it in 1 quarter. The position peaked at $516K in Q1 2023. 52 funds tracked by Wall St. Rank hold IYLD as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 2,682 iShares Morningstar Multi-Asset Income ETF shares in Q2 2023, an estimated $516K.
  • Graham Capital Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's iShares Morningstar Multi-Asset Income ETF position peaked at $516K in Q1 2023.
  • 52 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.