Tucker Asset Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Tucker Asset Management’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
2024 Q2	–	Sell	-455	Closed	-$9.07K	–	1738
2024 Q1	$9.07K	Buy	+455	New	+$8.99K	﹤0.01%	899

Other funds holding IYLD

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

RJFSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tucker Asset Management's IYLD Position: Q2 2024 in Review

Tucker Asset Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2024, closing a stake of 455 shares — an estimated $9.07K sold.

Tucker Asset Management first reported a position in IYLD in Q1 2024 and held it in 1 quarter. The position peaked at $9.07K in Q1 2024. 51 funds tracked by Wall St. Rank hold IYLD as of Q2 2024.

Tucker Asset Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2024 after selling out during the quarter.
Tucker Asset Management sold 455 iShares Morningstar Multi-Asset Income ETF shares in Q2 2024, an estimated $9.07K.
Tucker Asset Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2024 and held it in 1 quarter.
Tucker Asset Management's iShares Morningstar Multi-Asset Income ETF position peaked at $9.07K in Q1 2024.
51 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.