Signet Financial Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Signet Financial Management’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
2018 Q4	–	Sell	-156	Closed	-$4K	–	540
2018 Q3	$4K	Sell	156 -1,439	-90%	-$35.5K	﹤0.01%	819
2018 Q2	$39K	Buy	1,595 +1,439	+922%	+$35.6K	0.01%	423
2018 Q1	$4K	Buy	+156	New	+$3.93K	﹤0.01%	690

Other funds holding IYLD

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RJA

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM

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

LTFS

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

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

Signet Financial Management's IYLD Position: Q4 2018 in Review

Signet Financial Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2018, closing a stake of 156 shares — an estimated $4K sold.

Signet Financial Management first reported a position in IYLD in Q1 2018 and held it in 3 quarters. The position peaked at $39K in Q2 2018. 51 funds tracked by Wall St. Rank hold IYLD as of Q4 2018.

Signet Financial Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2018 after selling out during the quarter.
Signet Financial Management sold 156 iShares Morningstar Multi-Asset Income ETF shares in Q4 2018, an estimated $4K.
Signet Financial Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2018 and held it in 3 quarters.
Signet Financial Management's iShares Morningstar Multi-Asset Income ETF position peaked at $39K in Q2 2018.
51 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.