Raymond James Financial
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Raymond James Financial’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Raymond James Financial’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$516K Sell
24,849
-15,051
-38% -$312K ﹤0.01% 3973
2025
Q1 		$801K Buy
39,900
+1,730
+5% +$34.7K ﹤0.01% 3628
2024
Q4 		$744K Buy
+38,170
New +$744K ﹤0.01% 3639