Jones Financial Companies
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Jones Financial Companies’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Jones Financial Companies’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$124K Buy
6,010
+146
+2% +$3.02K ﹤0.01% 1848
2025
Q1 		$118K Buy
5,864
+2,372
+68% +$47.7K ﹤0.01% 1706
2024
Q4 		$68K Buy
3,492
+3,049
+688% +$59.4K ﹤0.01% 1770
2024
Q3 		$9.18K Buy
+443
New +$9.18K ﹤0.01% 2239