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Ronald Blue & Co’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Ronald Blue & Co’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
2016
Q1 		– Sell
-60,400
Closed -$1.41M – 215
2015
Q4 		$1.41M Buy
+60,400
New +$1.43M 0.07% 48

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Ronald Blue & Co's IYLD Position: Q1 2016 in Review

Ronald Blue & Co sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2016, closing a stake of 60,400 shares — an estimated $1.41M sold.

Ronald Blue & Co first reported a position in IYLD in Q4 2015 and held it in 1 quarter. The position peaked at $1.41M in Q4 2015. 35 funds tracked by Wall St. Rank hold IYLD as of Q1 2016.

  • Ronald Blue & Co reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2016 after selling out during the quarter.
  • Ronald Blue & Co sold 60,400 iShares Morningstar Multi-Asset Income ETF shares in Q1 2016, an estimated $1.41M.
  • Ronald Blue & Co first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2015 and held it in 1 quarter.
  • Ronald Blue & Co's iShares Morningstar Multi-Asset Income ETF position peaked at $1.41M in Q4 2015.
  • 35 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2016.

Based on Ronald Blue & Co's 13F filing for Q1 2016, filed 13 May 2016.