Principal Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6K | Buy |
1,378
+16
| +1% | +$332 | ﹤0.01% | 2155 |
|
|
2025
Q1 | $26.5K | Hold |
1,362
| – | – | ﹤0.01% | 2056 |
|
|
2024
Q4 | $26.5K | Buy |
1,362
+35
| +3% | +$682 | ﹤0.01% | 2051 |
|
|
2024
Q3 | $27.4K | Buy |
1,327
+15
| +1% | +$310 | ﹤0.01% | 1965 |
|
|
2024
Q2 | $26K | Buy |
1,312
+1,034
| +372% | +$20.5K | ﹤0.01% | 1926 |
|
|
2024
Q1 | $5.55K | Buy |
278
+124
| +81% | +$2.47K | ﹤0.01% | 2561 |
|
|
2023
Q4 | $3.09K | Buy |
+154
| New | +$3.09K | ﹤0.01% | 2693 |
|