NewEdge Advisors’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 | $58.2K | Sell |
2,803
-681
| -20% | -$14.1K | ﹤0.01% | 2621 |
|
|
2025
Q1 | $70K | Buy |
3,484
+1,526
| +78% | +$30.6K | ﹤0.01% | 2419 |
|
|
2024
Q4 | $38.1K | Hold |
1,958
| – | – | ﹤0.01% | 2611 |
|
|
2024
Q3 | $40.5K | Buy |
1,958
+697
| +55% | +$14.4K | ﹤0.01% | 2503 |
|
|
2024
Q2 | $25K | Buy |
1,261
+61
| +5% | +$1.21K | ﹤0.01% | 2561 |
|
|
2024
Q1 | $23.9K | Hold |
1,200
| – | – | ﹤0.01% | 2568 |
|
|
2023
Q4 | $24.1K | Sell |
1,200
-400
| -25% | -$8.05K | ﹤0.01% | 2505 |
|
|
2023
Q3 | $30.5K | Sell |
1,600
-349
| -18% | -$6.65K | ﹤0.01% | 2248 |
|
|
2023
Q2 | $38K | Sell |
1,949
-43
| -2% | -$839 | ﹤0.01% | 2172 |
|
|
2023
Q1 | $38.3K | Sell |
1,992
-99
| -5% | -$1.91K | ﹤0.01% | 2108 |
|
|
2022
Q4 | $40 | Buy |
+2,091
| New | +$40 | ﹤0.01% | 3505 |
|