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

Mayflower 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
2024 Q4	–	Sell	-13,944	Closed	-$288K	–	389
2024 Q3	$288K	Sell	13,944 -800	-5%	-$16.2K	0.04%	297
2024 Q2	$293K	Sell	14,744 -3,250	-18%	-$64.4K	0.05%	287
2024 Q1	$359K	Hold	17,994	–	–	0.06%	255
2023 Q4	$362K	Sell	17,994 -1,663	-8%	-$31.8K	0.05%	235
2023 Q3	$374K	Hold	19,657	–	–	0.06%	226
2023 Q2	$384K	Hold	19,657	–	–	0.05%	244
2023 Q1	$378K	Hold	19,657	–	–	0.05%	241
2022 Q4	$373K	Sell	19,657 -7,536	-28%	-$142K	0.05%	237
2022 Q3	$499K	Sell	27,193 -55	-0.2%	-$1.09K	0.08%	184
2022 Q2	$540K	Sell	27,248 -2,079	-7%	-$43.3K	0.08%	180
2022 Q1	$656K	Sell	29,327 -400	-1%	-$9.18K	0.09%	166
2021 Q4	$714K	Hold	29,727	–	–	0.09%	152
2021 Q3	$714K	Hold	29,727	–	–	0.1%	147
2021 Q2	$719K	Sell	29,727 -1,463	-5%	-$35K	0.1%	140
2021 Q1	$731K	Sell	31,190 -300	-1%	-$7.1K	0.11%	125
2020 Q4	$758K	Buy	+31,490	New	+$731K	0.13%	118

Other funds holding IYLD

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mayflower Financial Advisors's IYLD Position: Q4 2024 in Review

Mayflower Financial Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2024, closing a stake of 13,944 shares — an estimated $288K sold.

Mayflower Financial Advisors first reported a position in IYLD in Q4 2020 and held it in 16 quarters. The position peaked at $758K in Q4 2020. 52 funds tracked by Wall St. Rank hold IYLD as of Q4 2024.

Mayflower Financial Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2024 after selling out during the quarter.
Mayflower Financial Advisors sold 13,944 iShares Morningstar Multi-Asset Income ETF shares in Q4 2024, an estimated $288K.
Mayflower Financial Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2020 and held it in 16 quarters.
Mayflower Financial Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $758K in Q4 2020.
52 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2024.

Based on Mayflower Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.