JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $8.79K | Hold |
|
|||||
|
2023
Q3 | $8.32K | Sell |
|
|||||
|
2023
Q2 | $27.5K | Sell |
|
|||||
|
2023
Q1 | $63.1K | Sell |
|
|||||
|
2022
Q4 | $114K | Sell |
|
|||||
|
2022
Q3 | $1.07M | Sell |
|
|||||
|
2022
Q2 | $1.39M | Sell |
|
|||||
|
2022
Q1 | $2.04M | Sell |
|
|||||
|
2021
Q4 | $2.48M | Sell |
|
|||||
|
2021
Q3 | $2.94M | Sell |
|
|||||
|
2021
Q2 | $3.21M | Buy |
|
|||||
|
2021
Q1 | $2.67M | Buy |
|
|||||
|
2020
Q4 | $2.15M | Buy |
|
|||||
|
2020
Q3 | $2.01M | Buy |
|
|||||
|
2020
Q2 | $1.96M | Buy |
|
|||||
|
2020
Q1 | $1.64M | Buy |
|
|||||
|
2019
Q4 | $1.96M | Buy |
|
|||||
|
2019
Q3 | $1.78M | Buy |
|
|||||
|
2019
Q2 | $1.43M | Buy |
|
|||||
|
2019
Q1 | $1M | Buy |
|