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StoneX Group’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

StoneX Group’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
2017
Q3 		– Sell
-39,347
Closed -$1.01M – 260
2017
Q2 		$1.01M Buy
39,347
+28,110
+250% +$714K 0.31% 112
2017
Q1 		$273K Hold
11,237
– – 0.61% 57
2016
Q4 		$273K Sell
11,237
-1,492
-12% -$36.4K 0.48% 74
2016
Q3 		$322K Buy
+12,729
New +$319K 0.72% 57

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

StoneX Group's IYLD Position: Q3 2017 in Review

StoneX Group sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2017, closing a stake of 39,347 shares — an estimated $1.01M sold.

StoneX Group first reported a position in IYLD in Q3 2016 and held it in 4 quarters. The position peaked at $1.01M in Q2 2017. 46 funds tracked by Wall St. Rank hold IYLD as of Q3 2017.

  • StoneX Group reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2017 after selling out during the quarter.
  • StoneX Group sold 39,347 iShares Morningstar Multi-Asset Income ETF shares in Q3 2017, an estimated $1.01M.
  • StoneX Group first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2016 and held it in 4 quarters.
  • StoneX Group's iShares Morningstar Multi-Asset Income ETF position peaked at $1.01M in Q2 2017.
  • 46 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2017.

Based on StoneX Group's 13F filing for Q3 2017, filed 13 Nov 2017.