Parallax Volatility Advisers
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Parallax Volatility Advisers’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Parallax Volatility Advisers’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
-1
Closed – – 2939
2019
Q2 		$0 Hold
1
– – ﹤0.01% 3203
2019
Q1 		$0 Hold
1
– – ﹤0.01% 3441
2018
Q4 		$0 Hold
1
– – ﹤0.01% 3464
2018
Q3 		$0 Hold
1
– – ﹤0.01% 3128
2018
Q2 		$0 Hold
1
– – ﹤0.01% 2760
2018
Q1 		$0 Hold
1
– – ﹤0.01% 3290
2017
Q4 		$0 Hold
1
– – ﹤0.01% 4489
2017
Q3 		$0 Hold
1
– – ﹤0.01% 2721
2017
Q2 		$0 Hold
1
– – ﹤0.01% 3136
2017
Q1 		$0 Hold
1
– – ﹤0.01% 4151
2016
Q4 		$0 Hold
1
– – ﹤0.01% 3639
2016
Q3 		$0 Hold
1
– – ﹤0.01% 3446
2016
Q2 		$0 Hold
1
– – ﹤0.01% 3071
2016
Q1 		$0 Hold
1
– – ﹤0.01% 3134
2015
Q4 		$0 Hold
1
– – ﹤0.01% 3442
2015
Q3 		$0 Hold
1
– – ﹤0.01% 3539
2015
Q2 		$0 Hold
1
– – ﹤0.01% 4322
2015
Q1 		$0 Hold
1
– – ﹤0.01% 4974
2014
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 5483

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 $374B AUM 17.66% 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

Parallax Volatility Advisers's IYLD Position: Q3 2019 in Review

Parallax Volatility Advisers sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2019, closing a stake of 1 share.

Parallax Volatility Advisers first reported a position in IYLD in Q4 2014 and held it in 19 quarters. The position peaked at $0 in Q2 2019. 67 funds tracked by Wall St. Rank hold IYLD as of Q3 2019.

  • Parallax Volatility Advisers reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2019 after selling out during the quarter.
  • Parallax Volatility Advisers sold 1 iShares Morningstar Multi-Asset Income ETF share in Q3 2019.
  • Parallax Volatility Advisers first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and held it in 19 quarters.
  • Parallax Volatility Advisers's iShares Morningstar Multi-Asset Income ETF position peaked at $0 in Q2 2019.
  • 67 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2019.

Based on Parallax Volatility Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.