Stratos Wealth Partners’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Stratos Wealth Partners’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
2023 Q4	–	Sell	-10,483	Closed	-$200K	–	1399
2023 Q3	$200K	Buy	+10,483	New	+$202K	﹤0.01%	1183
2018 Q4	–	Sell	-2,303	Closed	-$57K	–	1667
2018 Q3	$57K	Buy	+2,303	New	+$56.8K	﹤0.01%	1392
2018 Q2	–	Sell	-2,303	Closed	-$58K	–	1790
2018 Q1	$58K	Buy	2,303 +501	+28%	+$12.6K	﹤0.01%	1495
2017 Q4	$47K	Buy	+1,802	New	+$46.2K	﹤0.01%	1541

Other funds holding IYLD

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

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

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stratos Wealth Partners's IYLD Position: Q4 2023 in Review

Stratos Wealth Partners sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2023, closing a stake of 10,483 shares — an estimated $200K sold.

Stratos Wealth Partners first reported a position in IYLD in Q4 2017 and held it in 4 quarters. The position peaked at $200K in Q3 2023. 53 funds tracked by Wall St. Rank hold IYLD as of Q4 2023.

Stratos Wealth Partners reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Partners sold 10,483 iShares Morningstar Multi-Asset Income ETF shares in Q4 2023, an estimated $200K.
Stratos Wealth Partners first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2017 and held it in 4 quarters.
Stratos Wealth Partners's iShares Morningstar Multi-Asset Income ETF position peaked at $200K in Q3 2023.
53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.