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Orion Portfolio Solutions’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-1,001
Closed -$22K – 1261
2020
Q2 		$22K Hold
1,001
– – ﹤0.01% 920
2020
Q1 		$20K Buy
+1,001
New +$24.2K ﹤0.01% 833

Other funds holding IYLD

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Orion Portfolio Solutions's IYLD Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2020, closing a stake of 1,001 shares — an estimated $22K sold.

Orion Portfolio Solutions first reported a position in IYLD in Q1 2020 and held it in 2 quarters. The position peaked at $22K in Q2 2020. 63 funds tracked by Wall St. Rank hold IYLD as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,001 iShares Morningstar Multi-Asset Income ETF shares in Q3 2020, an estimated $22K.
  • Orion Portfolio Solutions first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares Morningstar Multi-Asset Income ETF position peaked at $22K in Q2 2020.
  • 63 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.