MYCIO Wealth Partners’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $744K | Hold |
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|
2024
Q4 | $721K | Hold |
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|
2024
Q3 | $765K | Hold |
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|
2024
Q2 | $735K | Hold |
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|
2024
Q1 | $738K | Buy |
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|
2023
Q4 | $568K | Hold |
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|
2023
Q3 | $537K | Hold |
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|
2023
Q2 | $551K | Hold |
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|
2023
Q1 | $543K | Hold |
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|
2022
Q4 | $536K | Hold |
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|
2022
Q3 | $518K | Hold |
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|
2022
Q2 | $559K | Hold |
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|
2022
Q1 | $631K | Hold |
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|
2021
Q4 | $678K | Hold |
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|
2021
Q3 | $676K | Hold |
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|
2021
Q2 | $682K | Hold |
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|
2021
Q1 | $661K | Buy |
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|
2020
Q4 | $604K | Hold |
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|
2020
Q3 | $566K | Hold |
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|
2020
Q2 | $557K | Hold |
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|
2020
Q1 | $502K | Hold |
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|
2019
Q4 | $641K | Buy |
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