Kabarec Financial Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Kabarec Financial Advisors’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
2018 Q2	$2K	Buy	+87	New	+$2.15K	﹤0.01%	81

Other funds holding IYLD

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kabarec Financial Advisors's IYLD Position: Q2 2018 in Review

Kabarec Financial Advisors opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2018: 87 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #81 among its holdings.

58 funds tracked by Wall St. Rank hold IYLD as of Q2 2018.

Kabarec Financial Advisors held 87 shares of iShares Morningstar Multi-Asset Income ETF worth $2K as of Q2 2018.
iShares Morningstar Multi-Asset Income ETF was a new Kabarec Financial Advisors position in Q2 2018.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #81 holding.
58 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.