Professional Financial Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-227	Closed	-$4K	–	271
2022 Q3	$4K	Buy	227 +3	+1%	+$59	﹤0.01%	387
2022 Q2	$4K	Buy	224 +2	+0.9%	+$42	﹤0.01%	384
2022 Q1	$5K	Buy	222 +1	+0.5%	+$23	﹤0.01%	374
2021 Q4	$5K	Buy	221 +3	+1%	+$72	﹤0.01%	381
2021 Q3	$5K	Buy	218 +2	+0.9%	+$49	﹤0.01%	321
2021 Q2	$5K	Buy	216 +2	+0.9%	+$48	﹤0.01%	326
2021 Q1	$5K	Hold	214	–	–	﹤0.01%	288
2020 Q4	$5K	Buy	214 +2	+0.9%	+$46	﹤0.01%	287
2020 Q3	$5K	Buy	+212	New	+$4.82K	﹤0.01%	273

Other funds holding IYLD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Professional Financial Advisors's IYLD Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2022, closing a stake of 227 shares — an estimated $4K sold.

Professional Financial Advisors first reported a position in IYLD in Q3 2020 and held it in 9 quarters. The position peaked at $5K in Q1 2022. 53 funds tracked by Wall St. Rank hold IYLD as of Q4 2022.

Professional Financial Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 227 iShares Morningstar Multi-Asset Income ETF shares in Q4 2022, an estimated $4K.
Professional Financial Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $5K in Q1 2022.
53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.