LPL Financial’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
89,388
+5,232
| +6% | +$109K | ﹤0.01% | 3175 |
|
|
2025
Q1 | $1.69M | Buy |
84,156
+379
| +0.5% | +$7.61K | ﹤0.01% | 3084 |
|
|
2024
Q4 | $1.63M | Buy |
83,777
+22,489
| +37% | +$438K | ﹤0.01% | 3034 |
|
|
2024
Q3 | $1.27M | Sell |
61,288
-10,950
| -15% | -$226K | ﹤0.01% | 3126 |
|
|
2024
Q2 | $1.43M | Sell |
72,238
-37,882
| -34% | -$752K | ﹤0.01% | 2884 |
|
|
2024
Q1 | $2.19M | Sell |
110,120
-8,255
| -7% | -$165K | ﹤0.01% | 2449 |
|
|
2023
Q4 | $2.38M | Sell |
118,375
-27,965
| -19% | -$563K | ﹤0.01% | 2254 |
|
|
2023
Q3 | $2.79M | Buy |
146,340
+6,639
| +5% | +$126K | ﹤0.01% | 2027 |
|
|
2023
Q2 | $2.73M | Sell |
139,701
-6,753
| -5% | -$132K | ﹤0.01% | 1988 |
|
|
2023
Q1 | $2.82M | Sell |
146,454
-9,237
| -6% | -$178K | ﹤0.01% | 1876 |
|
|
2022
Q4 | $2.96M | Buy |
155,691
+8,464
| +6% | +$161K | ﹤0.01% | 1784 |
|
|
2022
Q3 | $2.7M | Buy |
147,227
+345
| +0.2% | +$6.33K | ﹤0.01% | 1772 |
|
|
2022
Q2 | $2.91M | Sell |
146,882
-5,567
| -4% | -$110K | ﹤0.01% | 1738 |
|
|
2022
Q1 | $3.41M | Buy |
152,449
+15,454
| +11% | +$346K | ﹤0.01% | 1666 |
|
|
2021
Q4 | $3.29M | Buy |
136,995
+20,146
| +17% | +$484K | ﹤0.01% | 1715 |
|
|
2021
Q3 | $2.8M | Sell |
116,849
-13,009
| -10% | -$312K | ﹤0.01% | 1794 |
|
|
2021
Q2 | $3.14M | Buy |
129,858
+20,511
| +19% | +$496K | ﹤0.01% | 1652 |
|
|
2021
Q1 | $2.56M | Buy |
109,347
+38,748
| +55% | +$908K | ﹤0.01% | 1658 |
|
|
2020
Q4 | $1.7M | Sell |
70,599
-8,085
| -10% | -$195K | ﹤0.01% | 1778 |
|
|
2020
Q3 | $1.77M | Sell |
78,684
-39,393
| -33% | -$888K | ﹤0.01% | 1526 |
|
|
2020
Q2 | $2.62M | Sell |
118,077
-29,325
| -20% | -$651K | ﹤0.01% | 1204 |
|
|
2020
Q1 | $2.95M | Buy |
147,402
+17,591
| +14% | +$352K | 0.01% | 977 |
|
|
2019
Q4 | $3.32M | Buy |
129,811
+14,603
| +13% | +$373K | 0.01% | 1048 |
|
|
2019
Q3 | $2.88M | Buy |
115,208
+5,689
| +5% | +$142K | 0.01% | 1037 |
|
|
2019
Q2 | $2.75M | Buy |
109,519
+1,550
| +1% | +$38.9K | 0.01% | 1068 |
|
|
2019
Q1 | $2.67M | Sell |
107,969
-6,959
| -6% | -$172K | 0.01% | 1031 |
|
|
2018
Q4 | $2.68M | Sell |
114,928
-20,118
| -15% | -$468K | 0.01% | 935 |
|
|
2018
Q3 | $3.34M | Sell |
135,046
-14,716
| -10% | -$364K | 0.01% | 913 |
|
|
2018
Q2 | $3.68M | Sell |
149,762
-12,936
| -8% | -$318K | 0.01% | 842 |
|
|
2018
Q1 | $4.06M | Sell |
162,698
-76,709
| -32% | -$1.92M | 0.01% | 781 |
|
|
2017
Q4 | $6.18M | Buy |
239,407
+5,965
| +3% | +$154K | 0.02% | 573 |
|
|
2017
Q3 | $6.04M | Sell |
233,442
-35,157
| -13% | -$910K | 0.02% | 536 |
|
|
2017
Q2 | $6.88M | Buy |
268,599
+25,603
| +11% | +$656K | 0.03% | 454 |
|
|
2017
Q1 | $6.12M | Buy |
242,996
+89,036
| +58% | +$2.24M | 0.04% | 364 |
|
|
2016
Q4 | $3.76M | Buy |
153,960
+32,257
| +27% | +$788K | 0.03% | 527 |
|
|
2016
Q3 | $3.02M | Buy |
121,703
+4,196
| +4% | +$104K | 0.03% | 567 |
|
|
2016
Q2 | $2.9M | Sell |
117,507
-96,443
| -45% | -$2.38M | 0.02% | 572 |
|
|
2016
Q1 | $5.08M | Sell |
213,950
-43,569
| -17% | -$1.03M | 0.01% | 706 |
|
|
2015
Q4 | $5.98M | Buy |
257,519
+100,378
| +64% | +$2.33M | 0.02% | 638 |
|
|
2015
Q3 | $3.72M | Sell |
157,141
-62,271
| -28% | -$1.47M | 0.02% | 564 |
|
|
2015
Q2 | $5.38M | Sell |
219,412
-28,258
| -11% | -$693K | 0.03% | 482 |
|
|
2015
Q1 | $6.42M | Buy |
247,670
+34,881
| +16% | +$904K | 0.03% | 425 |
|
|
2014
Q4 | $5.45M | Buy |
+212,789
| New | +$5.45M | 0.03% | 452 |
|