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