Guardian Wealth Advisors (North Carolina)’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
2024 Q1	–	Sell	-261	Closed	-$5.26K	–	470
2023 Q4	$5.26K	Buy	261 +4	+2%	+$81	﹤0.01%	394
2023 Q3	$4.89K	Buy	257 +4	+2%	+$76	﹤0.01%	374
2023 Q2	$4.93K	Buy	253 +3	+1%	+$58	﹤0.01%	364
2023 Q1	$4.81K	Buy	+250	New	+$4.81K	﹤0.01%	360