Jones Financial Companies’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
Q3
$148K Buy
2025
Q2
$124K Buy
2025
Q1
$118K Buy
2024
Q4
$68K Buy
2024
Q3
$9.18K Buy