Truist Financial
IYLD icon

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

Truist Financial’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
2020
Q4 		– Sell
-11,888
Closed -$268K – 2593
2020
Q3 		$268K Hold
11,888
– – ﹤0.01% 2096
2020
Q2 		$264K Hold
11,888
– – ﹤0.01% 2036
2020
Q1 		$238K Buy
+11,888
New +$287K ﹤0.01% 2012

Other funds holding IYLD

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial's IYLD Position: Q4 2020 in Review

Truist Financial sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2020, closing a stake of 11,888 shares — an estimated $268K sold.

Truist Financial first reported a position in IYLD in Q1 2020 and held it in 3 quarters. The position peaked at $268K in Q3 2020. 59 funds tracked by Wall St. Rank hold IYLD as of Q4 2020.

  • Truist Financial reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2020 after selling out during the quarter.
  • Truist Financial sold 11,888 iShares Morningstar Multi-Asset Income ETF shares in Q4 2020, an estimated $268K.
  • Truist Financial first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2020 and held it in 3 quarters.
  • Truist Financial's iShares Morningstar Multi-Asset Income ETF position peaked at $268K in Q3 2020.
  • 59 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2020.

Based on Truist Financial's 13F filing for Q4 2020, filed 18 Feb 2021.