Grove Bank & Trust’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $81.8K | Hold |
3,942
| – | – | 0.01% | 360 |
|
2025
Q1 | $79.2K | Hold |
3,942
| – | – | 0.01% | 344 |
|
2024
Q4 | $76.8K | Hold |
3,942
| – | – | 0.01% | 321 |
|
2024
Q3 | $81.4K | Hold |
3,942
| – | – | 0.01% | 315 |
|
2024
Q2 | $78.2K | Hold |
3,942
| – | – | 0.01% | 304 |
|
2024
Q1 | $78.6K | Hold |
3,942
| – | – | 0.01% | 318 |
|
2023
Q4 | $79.3K | Hold |
3,942
| – | – | 0.01% | 305 |
|
2023
Q3 | $75.1K | Hold |
3,942
| – | – | 0.02% | 315 |
|
2023
Q2 | $76.9K | Hold |
3,942
| – | – | 0.02% | 316 |
|
2023
Q1 | $75.9K | Hold |
3,942
| – | – | 0.02% | 324 |
|
2022
Q4 | $75K | Buy |
+3,942
| New | +$75K | 0.02% | 317 |
|