Kestra Advisory Services’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 | $1.26M | Sell |
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|
2025
Q2 | $3.85M | Buy |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $4.62M | Buy |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $4.25M | Buy |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $657K | Buy |
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|
2023
Q3 | $290K | Buy |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $258K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.31M | Buy |
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