NorthCrest Asset Manangement’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
2025
Q1
$201K Hold
2024
Q4
$195K Hold
2024
Q3
$207K Buy