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Mystic Asset Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Mystic Asset Management’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
2022
Q1 		– Sell
-550
Closed -$13K – 288
2021
Q4 		$13K Buy
+550
New +$13.2K 0.01% 341

Other funds holding IYLD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Mystic Asset Management's IYLD Position: Q1 2022 in Review

Mystic Asset Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2022, closing a stake of 550 shares — an estimated $13K sold.

Mystic Asset Management first reported a position in IYLD in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 48 funds tracked by Wall St. Rank hold IYLD as of Q1 2022.

  • Mystic Asset Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2022 after selling out during the quarter.
  • Mystic Asset Management sold 550 iShares Morningstar Multi-Asset Income ETF shares in Q1 2022, an estimated $13K.
  • Mystic Asset Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2021 and held it in 1 quarter.
  • Mystic Asset Management's iShares Morningstar Multi-Asset Income ETF position peaked at $13K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2022.

Based on Mystic Asset Management's 13F filing for Q1 2022, filed 11 May 2022.