Koshinski Asset Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Koshinski Asset Management’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
2022 Q2	–	Sell	-3,204	Closed	-$71.7K	–	1316
2022 Q1	$71.7K	Buy	3,204 +4	+0.1%	+$92	0.01%	961
2021 Q4	$76.9K	Buy	3,200 +17	+0.5%	+$407	0.01%	946
2021 Q3	$76.2K	Buy	+3,183	New	+$77.2K	0.01%	950

Other funds holding IYLD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Koshinski Asset Management's IYLD Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2022, closing a stake of 3,204 shares — an estimated $71.7K sold.

Koshinski Asset Management first reported a position in IYLD in Q3 2021 and held it in 3 quarters. The position peaked at $76.9K in Q4 2021. 51 funds tracked by Wall St. Rank hold IYLD as of Q2 2022.

Koshinski Asset Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 3,204 iShares Morningstar Multi-Asset Income ETF shares in Q2 2022, an estimated $71.7K.
Koshinski Asset Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2021 and held it in 3 quarters.
Koshinski Asset Management's iShares Morningstar Multi-Asset Income ETF position peaked at $76.9K in Q4 2021.
51 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.