IHT Wealth Management’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 | $255K | Sell |
12,292
-401
| -3% | -$8.32K | 0.01% | 963 |
|
|
2025
Q1 | $255K | Sell |
12,693
-942
| -7% | -$18.9K | 0.01% | 924 |
|
|
2024
Q4 | $266K | Sell |
13,635
-11,091
| -45% | -$216K | 0.01% | 899 |
|
|
2024
Q3 | $511K | Buy |
24,726
+11,279
| +84% | +$233K | 0.01% | 718 |
|
|
2024
Q2 | $267K | Hold |
13,447
| – | – | 0.01% | 837 |
|
|
2024
Q1 | $268K | Buy |
13,447
+1,215
| +10% | +$24.2K | 0.01% | 835 |
|
|
2023
Q4 | $246K | Buy |
12,232
+328
| +3% | +$6.6K | 0.01% | 840 |
|
|
2023
Q3 | $227K | Sell |
11,904
-164
| -1% | -$3.12K | 0.01% | 835 |
|
|
2023
Q2 | $236K | Buy |
12,068
+491
| +4% | +$9.58K | 0.01% | 811 |
|
|
2023
Q1 | $223K | Buy |
11,577
+1,123
| +11% | +$21.6K | 0.01% | 810 |
|
|
2022
Q4 | $198K | Sell |
10,454
-300
| -3% | -$5.69K | 0.01% | 823 |
|
|
2022
Q3 | $197K | Buy |
+10,754
| New | +$197K | 0.02% | 780 |
|