SignatureFD’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,800
| Closed | -$115K | – | 3225 |
|
|
2021
Q4 | $115K | Hold |
4,800
| – | – | ﹤0.01% | 944 |
|
|
2021
Q3 | $115K | Hold |
4,800
| – | – | ﹤0.01% | 912 |
|
|
2021
Q2 | $116K | Hold |
4,800
| – | – | ﹤0.01% | 883 |
|
|
2021
Q1 | $112K | Hold |
4,800
| – | – | 0.01% | 829 |
|
|
2020
Q4 | $116K | Hold |
4,800
| – | – | 0.01% | 720 |
|
|
2020
Q3 | $108K | Sell |
4,800
-1,500
| -24% | -$33.8K | 0.01% | 680 |
|
|
2020
Q2 | $140K | Buy |
+6,300
| New | +$140K | 0.01% | 564 |
|