Realta Investment Advisors’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
Q1 | – | Sell |
-150
| Closed | -$2.94K | – | 345 |
|
|
2024
Q4 | $2.94K | Buy |
+150
| New | +$2.94K | ﹤0.01% | 321 |
|
|
2024
Q3 | – | Sell |
-450
| Closed | -$8.93K | – | 560 |
|
|
2024
Q2 | $8.93K | Buy |
450
+150
| +50% | +$2.98K | ﹤0.01% | 681 |
|
|
2024
Q1 | $5.98K | Buy |
+300
| New | +$5.98K | ﹤0.01% | 734 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$5.86K | – | 626 |
|
|
2023
Q3 | $5.86K | Sell |
300
-150
| -33% | -$2.93K | ﹤0.01% | 711 |
|
|
2023
Q2 | $8.78K | Buy |
+450
| New | +$8.78K | ﹤0.01% | 727 |
|
|
2023
Q1 | – | Sell |
-450
| Closed | -$8.54K | – | 635 |
|
|
2022
Q4 | $8.54K | Hold |
450
| – | – | ﹤0.01% | 724 |
|
|
2022
Q3 | $8K | Buy |
+450
| New | +$8K | ﹤0.01% | 716 |
|
|
2020
Q1 | – | Sell |
-573
| Closed | -$14K | – | 869 |
|
|
2019
Q4 | $14K | Hold |
573
| – | – | ﹤0.01% | 1047 |
|
|
2019
Q3 | $14K | Hold |
573
| – | – | ﹤0.01% | 1023 |
|
|
2019
Q2 | $14K | Buy |
573
+373
| +187% | +$9.11K | ﹤0.01% | 1047 |
|
|
2019
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1075 |
|