Simplicity Solutions’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15,644
| Closed | -$353K | – | 961 |
|
|
2020
Q3 | $353K | Sell |
15,644
-10,332
| -40% | -$233K | 0.01% | 692 |
|
|
2020
Q2 | $577K | Buy |
25,976
+3,292
| +15% | +$73.1K | 0.01% | 604 |
|
|
2020
Q1 | $454K | Sell |
22,684
-26,296
| -54% | -$526K | 0.01% | 513 |
|
|
2019
Q4 | $1.25M | Sell |
48,980
-68,973
| -58% | -$1.76M | 0.04% | 336 |
|
|
2019
Q3 | $2.95M | Buy |
+117,953
| New | +$2.95M | 0.12% | 140 |
|