LifePlan Financial Group’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

LifePlan Financial Group’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
2020 Q3	$8K	Hold	362	–	–	﹤0.01%	428
2020 Q2	$8K	Hold	362	–	–	﹤0.01%	428
2020 Q1	$7K	Hold	362	–	–	﹤0.01%	423
2019 Q4	$9K	Hold	362	–	–	﹤0.01%	424
2019 Q3	$9K	Hold	362	–	–	﹤0.01%	419
2019 Q2	$9K	Sell	362 -231	-39%	-$5.7K	﹤0.01%	410
2019 Q1	$15K	Hold	593	–	–	0.01%	372
2018 Q4	$14K	Hold	593	–	–	0.01%	360
2018 Q3	$15K	Hold	593	–	–	0.01%	356
2018 Q2	$15K	Hold	593	–	–	0.01%	353
2018 Q1	$15K	Buy	+593	New	+$15K	0.01%	339

Other funds holding IYLD

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

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

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

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

DADC

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

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

RJA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LifePlan Financial Group's IYLD Position: Q3 2020 in Review

LifePlan Financial Group held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q3 2020 at 362 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

LifePlan Financial Group first reported a position in IYLD in Q1 2018 and has held it in 11 quarters since. The position peaked at $15K in Q1 2019. 63 funds tracked by Wall St. Rank hold IYLD as of Q3 2020.

LifePlan Financial Group held 362 shares of iShares Morningstar Multi-Asset Income ETF worth $8K as of Q3 2020.
LifePlan Financial Group left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q3 2020.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #428 holding.
LifePlan Financial Group first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's iShares Morningstar Multi-Asset Income ETF position peaked at $15K in Q1 2019.
63 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.