SII Investments’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $333K | Sell |
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|
2017
Q2 | $361K | Sell |
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|
2017
Q1 | $365K | Hold |
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|
2016
Q4 | $351K | Sell |
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|
2016
Q3 | $433K | Hold |
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|
2016
Q2 | $426K | Hold |
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|
2016
Q1 | $412K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $403K | Sell |
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|
2015
Q2 | $432K | Hold |
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|
2015
Q1 | $453K | Buy |
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|
2014
Q4 | $441K | Buy |
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