Sowell Financial Services’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-3,084	Closed	-$74K	–	1647
2021 Q1	$74K	Buy	+3,084	New	+$73K	﹤0.01%	1502
2020 Q2	–	Sell	-1,012	Closed	-$20K	–	2564
2020 Q1	$20K	Buy	+1,012	New	+$24.5K	﹤0.01%	1394

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

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Sowell Financial Services's IYLD Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2021, closing a stake of 3,084 shares — an estimated $74K sold.

Sowell Financial Services first reported a position in IYLD in Q1 2020 and held it in 2 quarters. The position peaked at $74K in Q1 2021. 53 funds tracked by Wall St. Rank hold IYLD as of Q2 2021.

Sowell Financial Services reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 3,084 iShares Morningstar Multi-Asset Income ETF shares in Q2 2021, an estimated $74K.
Sowell Financial Services first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2020 and held it in 2 quarters.
Sowell Financial Services's iShares Morningstar Multi-Asset Income ETF position peaked at $74K in Q1 2021.
53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.