Northwestern Mutual Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Northwestern Mutual Wealth 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
2024 Q3	–	Sell	-88	Closed	-$1.75K	–	3722
2024 Q2	$1.75K	Hold	88	–	–	﹤0.01%	3129
2024 Q1	$1.75K	Buy	+88	New	+$1.74K	﹤0.01%	3079
2022 Q4	–	Sell	-267	Closed	-$5K	–	3400
2022 Q3	$5K	Buy	+267	New	+$5.29K	﹤0.01%	2686
2021 Q4	–	Sell	-172	Closed	-$4K	–	3236
2021 Q3	$4K	Buy	+172	New	+$4.17K	﹤0.01%	2723

Other funds holding IYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Northwestern Mutual Wealth Management's IYLD Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2024, closing a stake of 88 shares — an estimated $1.75K sold.

Northwestern Mutual Wealth Management first reported a position in IYLD in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 55 funds tracked by Wall St. Rank hold IYLD as of Q3 2024.

Northwestern Mutual Wealth Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 88 iShares Morningstar Multi-Asset Income ETF shares in Q3 2024, an estimated $1.75K.
Northwestern Mutual Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2021 and held it in 4 quarters.
Northwestern Mutual Wealth Management's iShares Morningstar Multi-Asset Income ETF position peaked at $5K in Q3 2022.
55 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.