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Meridian Wealth Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Meridian Wealth 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
2019
Q1 		– Sell
-3,829
Closed -$89K – 270
2018
Q4 		$89K Buy
+3,829
New +$91.4K 0.07% 183

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Advisors's IYLD Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2019, closing a stake of 3,829 shares — an estimated $89K sold.

Meridian Wealth Advisors first reported a position in IYLD in Q4 2018 and held it in 1 quarter. The position peaked at $89K in Q4 2018. 58 funds tracked by Wall St. Rank hold IYLD as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 3,829 iShares Morningstar Multi-Asset Income ETF shares in Q1 2019, an estimated $89K.
  • Meridian Wealth Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $89K in Q4 2018.
  • 58 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.