Stifel Financial’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
10,143
-993
| -9% | -$20.6K | ﹤0.01% | 3238 |
|
|
2025
Q1 | $224K | Buy |
11,136
+146
| +1% | +$2.93K | ﹤0.01% | 3134 |
|
|
2024
Q4 | $214K | Buy |
10,990
+10
| +0.1% | +$195 | ﹤0.01% | 3140 |
|
|
2024
Q3 | $227K | Buy |
10,980
+948
| +9% | +$19.6K | ﹤0.01% | 3094 |
|
|
2024
Q2 | $199K | Hold |
10,032
| – | – | ﹤0.01% | 3119 |
|
|
2024
Q1 | $200K | Buy |
+10,032
| New | +$200K | ﹤0.01% | 3099 |
|
|
2017
Q1 | – | Sell |
-12,559
| Closed | -$305K | – | 2573 |
|
|
2016
Q4 | $305K | Buy |
+12,559
| New | +$305K | ﹤0.01% | 2030 |
|