Rehmann Capital Advisory Group’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-8,433	Closed	-$212K	–	1931
2019 Q2	$212K	Buy	8,433 +250	+3%	+$6.17K	0.03%	422
2019 Q1	$202K	Buy	+8,183	New	+$199K	0.03%	407
2018 Q4	–	Sell	-2,589	Closed	-$64.1K	–	2003
2018 Q3	$64.1K	Buy	2,589 +2,195	+557%	+$54.1K	0.01%	714
2018 Q2	$9.68K	Sell	394 -60	-13%	-$1.48K	﹤0.01%	1352
2018 Q1	$11K	Buy	+454	New	+$11.4K	﹤0.01%	1280

Other funds holding IYLD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Rehmann Capital Advisory Group's IYLD Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2019, closing a stake of 8,433 shares — an estimated $212K sold.

Rehmann Capital Advisory Group first reported a position in IYLD in Q1 2018 and held it in 5 quarters. The position peaked at $212K in Q2 2019. 67 funds tracked by Wall St. Rank hold IYLD as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 8,433 iShares Morningstar Multi-Asset Income ETF shares in Q3 2019, an estimated $212K.
Rehmann Capital Advisory Group first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's iShares Morningstar Multi-Asset Income ETF position peaked at $212K in Q2 2019.
67 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.