Realta Investment Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Realta Investment 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
2025 Q1	–	Sell	-150	Closed	-$2.94K	–	345
2024 Q4	$2.94K	Buy	+150	New	+$3.03K	﹤0.01%	321
2024 Q3	–	Sell	-450	Closed	-$8.93K	–	560
2024 Q2	$8.93K	Buy	450 +150	+50%	+$2.97K	﹤0.01%	681
2024 Q1	$5.98K	Buy	+300	New	+$5.93K	﹤0.01%	734
2023 Q4	–	Sell	-300	Closed	-$5.86K	–	625
2023 Q3	$5.86K	Sell	300 -150	-33%	-$2.9K	﹤0.01%	711
2023 Q2	$8.78K	Buy	+450	New	+$8.65K	﹤0.01%	735
2023 Q1	–	Sell	-450	Closed	-$8.54K	–	639
2022 Q4	$8.54K	Hold	450	–	–	﹤0.01%	728
2022 Q3	$8K	Buy	+450	New	+$8.91K	﹤0.01%	716
2020 Q1	–	Sell	-573	Closed	-$14K	–	868
2019 Q4	$14K	Hold	573	–	–	﹤0.01%	1047
2019 Q3	$14K	Hold	573	–	–	﹤0.01%	1023
2019 Q2	$14K	Buy	573 +373	+187%	+$9.2K	﹤0.01%	1047
2019 Q1	$5K	Buy	+200	New	+$4.87K	﹤0.01%	1075

Other funds holding IYLD

ECA

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Realta Investment Advisors's IYLD Position: Q1 2025 in Review

Realta Investment Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2025, closing a stake of 150 shares — an estimated $2.94K sold.

Realta Investment Advisors first reported a position in IYLD in Q1 2019 and held it in 11 quarters. The position peaked at $14K in Q4 2019. 52 funds tracked by Wall St. Rank hold IYLD as of Q1 2025.

Realta Investment Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2025 after selling out during the quarter.
Realta Investment Advisors sold 150 iShares Morningstar Multi-Asset Income ETF shares in Q1 2025, an estimated $2.94K.
Realta Investment Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2019 and held it in 11 quarters.
Realta Investment Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $14K in Q4 2019.
52 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.