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Icon Wealth Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Icon Wealth Advisors’s Portfolio IYLD Stock Details IYLD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
2024
Q2 		$375K Buy