SIM
IYLD icon

Sonora Investment Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Sonora Investment 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
2019
Q3 		– Sell
-828
Closed -$21K – 1775
2019
Q2 		$21K Buy
+828
New +$20.4K ﹤0.01% 847

Other funds holding IYLD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Sonora Investment Management's IYLD Position: Q3 2019 in Review

Sonora Investment Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2019, closing a stake of 828 shares — an estimated $21K sold.

Sonora Investment Management first reported a position in IYLD in Q2 2019 and held it in 1 quarter. The position peaked at $21K in Q2 2019. 67 funds tracked by Wall St. Rank hold IYLD as of Q3 2019.

  • Sonora Investment Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2019 after selling out during the quarter.
  • Sonora Investment Management sold 828 iShares Morningstar Multi-Asset Income ETF shares in Q3 2019, an estimated $21K.
  • Sonora Investment Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2019 and held it in 1 quarter.
  • Sonora Investment Management's iShares Morningstar Multi-Asset Income ETF position peaked at $21K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.