Independent Advisor Alliance’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
2020
Q1
Sell
-33,619
Closed -$859K 639
2019
Q4
$859K Buy
33,619
+19,628
+140% +$502K 0.04% 403
2019
Q3
$351K Buy
+13,991
New +$351K 0.04% 303