Signature Estate & 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	-10,751	Closed	-$209K	–	564
2024 Q4	$209K	Sell	10,751 -3,216	-23%	-$62.7K	0.01%	501
2024 Q3	$289K	Sell	13,967 -2,594	-16%	-$53.6K	0.01%	412
2024 Q2	$329K	Buy	+16,561	New	+$329K	0.01%	373