UBS Group’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $188K | Buy |
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|
2025
Q2 | $128K | Buy |
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|
2025
Q1 | $109K | Sell |
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|
2024
Q4 | $112K | Sell |
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|
2024
Q3 | $133K | Sell |
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|
2024
Q2 | $132K | Sell |
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|
2024
Q1 | $133K | Sell |
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|
2023
Q4 | $176K | Sell |
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|
2023
Q3 | $198K | Sell |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $376K | Sell |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $309K | Buy |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $303K | Sell |
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|
2020
Q3 | $295K | Buy |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $4.23M | Buy |
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|
2019
Q4 | $1.23M | Sell |
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|
2019
Q3 | $1.32M | Sell |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | $1.21M | Sell |
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|
2018
Q3 | $1.41M | Sell |
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|
2018
Q2 | $1.43M | Buy |
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|
2018
Q1 | $1.44M | Buy |
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|
2017
Q4 | $886K | Sell |
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|
2017
Q3 | $2.59M | Sell |
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|
2017
Q2 | $2.7M | Buy |
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|
2017
Q1 | $1.05M | Sell |
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|
2016
Q4 | $1.13M | Sell |
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|
2016
Q3 | $1.33M | Sell |
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|
2016
Q2 | $3.03M | Buy |
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|
2016
Q1 | $2.29M | Sell |
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|
2015
Q4 | $6.49M | Buy |
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|
2015
Q3 | $2.05M | Sell |
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|
2015
Q2 | $2.56M | Buy |
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|
2015
Q1 | $2.32M | Sell |
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|
2014
Q4 | $5.6M | Buy |
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