V Wealth Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

V Wealth Advisors’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	-911	Closed	-$23K	–	460
2017 Q2	$23K	Buy	+911	New	+$23.1K	0.01%	428
2017 Q1	–	Sell	-28,594	Closed	-$696K	–	194
2016 Q4	$696K	Buy	28,594 +5,123	+22%	+$125K	0.51%	65
2016 Q3	$595K	Buy	23,471 +15,263	+186%	+$383K	0.48%	66
2016 Q2	$205K	Buy	+8,208	New	+$200K	0.17%	153

Other funds holding IYLD

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

V Wealth Advisors's IYLD Position: Q3 2017 in Review

V Wealth Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2017, closing a stake of 911 shares — an estimated $23K sold.

V Wealth Advisors first reported a position in IYLD in Q2 2016 and held it in 4 quarters. The position peaked at $696K in Q4 2016. 46 funds tracked by Wall St. Rank hold IYLD as of Q3 2017.

V Wealth Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 911 iShares Morningstar Multi-Asset Income ETF shares in Q3 2017, an estimated $23K.
V Wealth Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2016 and held it in 4 quarters.
V Wealth Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $696K in Q4 2016.
46 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.