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OneDigital Investment Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

OneDigital Investment Advisors’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
2020
Q1 		– Sell
-19,101
Closed -$488K – 601
2019
Q4 		$488K Hold
19,101
– – 0.04% 311
2019
Q3 		$477K Buy
+19,101
New +$475K 0.04% 282

Other funds holding IYLD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OneDigital Investment Advisors's IYLD Position: Q1 2020 in Review

OneDigital Investment Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2020, closing a stake of 19,101 shares — an estimated $488K sold.

OneDigital Investment Advisors first reported a position in IYLD in Q3 2019 and held it in 2 quarters. The position peaked at $488K in Q4 2019. 66 funds tracked by Wall St. Rank hold IYLD as of Q1 2020.

  • OneDigital Investment Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
  • OneDigital Investment Advisors sold 19,101 iShares Morningstar Multi-Asset Income ETF shares in Q1 2020, an estimated $488K.
  • OneDigital Investment Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2019 and held it in 2 quarters.
  • OneDigital Investment Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $488K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2020.

Based on OneDigital Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.