Janney Montgomery Scott’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $505K | Buy |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $598K | Buy |
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|
2021
Q2 | $581K | Sell |
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|
2021
Q1 | $3.53M | Sell |
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|
2020
Q4 | $4.21M | Buy |
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|
2020
Q3 | $1.36M | Buy |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $2.89M | Sell |
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|
2019
Q4 | $3.84M | Buy |
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|
2019
Q3 | $3.73M | Buy |
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|
2019
Q2 | $1.26M | Buy |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $2.6M | Buy |
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|
2018
Q3 | $1.87M | Buy |
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|
2018
Q2 | $1.83M | Buy |
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|
2018
Q1 | $1.85M | Buy |
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|
2017
Q4 | $1.73M | Buy |
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|
2017
Q3 | $1.72M | Buy |
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|
2017
Q2 | $1.61M | Buy |
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|
2017
Q1 | $1.49M | Buy |
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|
2016
Q4 | $1.28M | Buy |
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|
2016
Q3 | $737K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $392K | Hold |
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|
2014
Q4 | $388K | Sell |
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|
2014
Q3 | $563K | Buy |
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|
2014
Q2 | $260K | Buy |
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|
2014
Q1 | $244K | Buy |
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