Great Valley Advisor Group’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
2021
Q1
Sell
2020
Q4
$903K Buy
2020
Q3
$432K Buy
2020
Q2
$252K Sell
2020
Q1
$705K Buy
2019
Q4
$893K Sell
2019
Q3
$1.72M Buy
2019
Q2
$1.63M Buy
2019
Q1
$940K Buy