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Old Second National Bank of Aurora’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Old Second National Bank of Aurora’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
2019
Q3 		– Sell
-2,110
Closed -$53K – 359
2019
Q2 		$53K Buy
2,110
+1,875
+798% +$46.3K 0.02% 188
2019
Q1 		$6K Sell
235
-1,474
-86% -$35.9K ﹤0.01% 348
2018
Q4 		$40K Buy
+1,709
New +$40.8K 0.02% 215

Other funds holding IYLD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Old Second National Bank of Aurora's IYLD Position: Q3 2019 in Review

Old Second National Bank of Aurora sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2019, closing a stake of 2,110 shares — an estimated $53K sold.

Old Second National Bank of Aurora first reported a position in IYLD in Q4 2018 and held it in 3 quarters. The position peaked at $53K in Q2 2019. 67 funds tracked by Wall St. Rank hold IYLD as of Q3 2019.

  • Old Second National Bank of Aurora reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2019 after selling out during the quarter.
  • Old Second National Bank of Aurora sold 2,110 iShares Morningstar Multi-Asset Income ETF shares in Q3 2019, an estimated $53K.
  • Old Second National Bank of Aurora first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2018 and held it in 3 quarters.
  • Old Second National Bank of Aurora's iShares Morningstar Multi-Asset Income ETF position peaked at $53K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2019.

Based on Old Second National Bank of Aurora's 13F filing for Q3 2019, filed 25 Oct 2019.