Harbour Investments’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 | $7.78K | Hold |
375
| – | – | ﹤0.01% | 2684 |
|
|
2025
Q1 | $7.53K | Sell |
375
-485
| -56% | -$9.74K | ﹤0.01% | 2650 |
|
|
2024
Q4 | $16.8K | Sell |
860
-1,396
| -62% | -$27.2K | ﹤0.01% | 2207 |
|
|
2024
Q3 | $46.6K | Hold |
2,256
| – | – | ﹤0.01% | 1695 |
|
|
2024
Q2 | $44.8K | Sell |
2,256
-446
| -17% | -$8.85K | ﹤0.01% | 1612 |
|
|
2024
Q1 | $53.9K | Hold |
2,702
| – | – | ﹤0.01% | 1488 |
|
|
2023
Q4 | $54.4K | Hold |
2,702
| – | – | ﹤0.01% | 1425 |
|
|
2023
Q3 | $51.5K | Hold |
2,702
| – | – | ﹤0.01% | 1339 |
|
|
2023
Q2 | $52.7K | Hold |
2,702
| – | – | ﹤0.01% | 1343 |
|
|
2023
Q1 | $52K | Buy |
2,702
+1,638
| +154% | +$31.5K | ﹤0.01% | 1343 |
|
|
2022
Q4 | $20.2K | Hold |
1,064
| – | – | ﹤0.01% | 1671 |
|
|
2022
Q3 | $21K | Hold |
1,064
| – | – | ﹤0.01% | 1623 |
|
|
2022
Q2 | $21K | Buy |
+1,064
| New | +$21K | ﹤0.01% | 1623 |
|
|
2021
Q4 | $17K | Sell |
694
-2,246
| -76% | -$55K | ﹤0.01% | 1731 |
|
|
2021
Q3 | $70K | Hold |
2,940
| – | – | ﹤0.01% | 1565 |
|
|
2021
Q2 | $71K | Hold |
2,940
| – | – | ﹤0.01% | 1596 |
|
|
2021
Q1 | $69K | Buy |
+2,940
| New | +$69K | ﹤0.01% | 1494 |
|