Householder Group Estate & Retirement Specialist’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q1	$3K	Buy	+158	New	+$3.08K	﹤0.01%	1036
2022 Q4	–	Sell	-158	Closed	-$2K	–	731
2022 Q3	$2K	Buy	+158	New	+$3.13K	﹤0.01%	960

Other funds holding IYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IYLD Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2023: 158 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1036 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in IYLD as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in IYLD in Q3 2022 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold IYLD as of Q1 2023.

Householder Group Estate & Retirement Specialist held 158 shares of iShares Morningstar Multi-Asset Income ETF worth $3K as of Q1 2023.
iShares Morningstar Multi-Asset Income ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1036 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2022 and has held it in 2 quarters since.
53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.