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Johnson Financial Group Inc (Wisconsin)’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2015
Q2 		– Sell
-200
Closed -$5K – 905
2015
Q1 		$5K Buy
+200
New +$5.18K ﹤0.01% 732

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SCM
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Jane Street
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Citadel Advisors
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MAA
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PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IYLD Position: Q2 2015 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2015, closing a stake of 200 shares — an estimated $5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IYLD in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 35 funds tracked by Wall St. Rank hold IYLD as of Q2 2015.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2015 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 200 iShares Morningstar Multi-Asset Income ETF shares in Q2 2015, an estimated $5K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2015 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Morningstar Multi-Asset Income ETF position peaked at $5K in Q1 2015.
  • 35 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2015.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2015, filed 11 Aug 2015.