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Independent Advisor Alliance’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-33,619
Closed -$859K – 652
2019
Q4 		$859K Buy
33,619
+19,628
+140% +$493K 0.04% 403
2019
Q3 		$351K Buy
+13,991
New +$348K 0.04% 303

Other funds holding IYLD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Advisor Alliance's IYLD Position: Q1 2020 in Review

Independent Advisor Alliance sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2020, closing a stake of 33,619 shares — an estimated $859K sold.

Independent Advisor Alliance first reported a position in IYLD in Q3 2019 and held it in 2 quarters. The position peaked at $859K in Q4 2019. 66 funds tracked by Wall St. Rank hold IYLD as of Q1 2020.

  • Independent Advisor Alliance reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 33,619 iShares Morningstar Multi-Asset Income ETF shares in Q1 2020, an estimated $859K.
  • Independent Advisor Alliance first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares Morningstar Multi-Asset Income ETF position peaked at $859K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.