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Great Diamond Partners’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Great Diamond Partners’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
2020
Q1 		– Sell
-2,000
Closed -$51K – 372
2019
Q4 		$51K Buy
+2,000
New +$50.3K 0.02% 296

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Bank of America
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Osaic Holdings
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Great Diamond Partners's IYLD Position: Q1 2020 in Review

Great Diamond Partners sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2020, closing a stake of 2,000 shares — an estimated $51K sold.

Great Diamond Partners first reported a position in IYLD in Q4 2019 and held it in 1 quarter. The position peaked at $51K in Q4 2019. 66 funds tracked by Wall St. Rank hold IYLD as of Q1 2020.

  • Great Diamond Partners reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 2,000 iShares Morningstar Multi-Asset Income ETF shares in Q1 2020, an estimated $51K.
  • Great Diamond Partners first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's iShares Morningstar Multi-Asset Income ETF position peaked at $51K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.