Simplicity Solutions’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Simplicity Solutions’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
2020 Q4	–	Sell	-15,644	Closed	-$353K	–	961
2020 Q3	$353K	Sell	15,644 -10,332	-40%	-$235K	0.01%	692
2020 Q2	$577K	Buy	25,976 +3,292	+15%	+$70.1K	0.01%	604
2020 Q1	$454K	Sell	22,684 -26,296	-54%	-$636K	0.01%	513
2019 Q4	$1.25M	Sell	48,980 -68,973	-58%	-$1.73M	0.04%	336
2019 Q3	$2.94M	Buy	+117,953	New	+$2.94M	0.12%	140

Other funds holding IYLD

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

RJA

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

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

Simplicity Solutions's IYLD Position: Q4 2020 in Review

Simplicity Solutions sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2020, closing a stake of 15,644 shares — an estimated $353K sold.

Simplicity Solutions first reported a position in IYLD in Q3 2019 and held it in 5 quarters. The position peaked at $2.94M in Q3 2019. 59 funds tracked by Wall St. Rank hold IYLD as of Q4 2020.

Simplicity Solutions reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2020 after selling out during the quarter.
Simplicity Solutions sold 15,644 iShares Morningstar Multi-Asset Income ETF shares in Q4 2020, an estimated $353K.
Simplicity Solutions first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2019 and held it in 5 quarters.
Simplicity Solutions's iShares Morningstar Multi-Asset Income ETF position peaked at $2.94M in Q3 2019.
59 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.