Raymond James Financial Services Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $599K | Sell |
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $812K | Buy |
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|
2023
Q3 | $732K | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $2.89M | Sell |
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|
2021
Q2 | $3.1M | Buy |
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|
2021
Q1 | $2.65M | Buy |
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|
2020
Q4 | $1.12M | Sell |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.48M | Sell |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $2.06M | Buy |
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|
2019
Q3 | $885K | Buy |
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|
2019
Q2 | $709K | Sell |
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|
2019
Q1 | $723K | Buy |
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|
2018
Q4 | $620K | Sell |
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|
2018
Q3 | $694K | Sell |
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|
2018
Q2 | $712K | Sell |
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|
2018
Q1 | $866K | Sell |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $683K | Sell |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $981K | Sell |
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|
2016
Q4 | $970K | Buy |
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|
2016
Q3 | $912K | Buy |
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|
2016
Q2 | $845K | Buy |
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|
2016
Q1 | $798K | Sell |
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|
2015
Q4 | $792K | Buy |
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|
2015
Q3 | $687K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $406K | Buy |
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|
2014
Q4 | $353K | Buy |
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