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Verus Capital Partners’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Verus Capital 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
2020
Q1 		$18K Hold
900
– – 0.01% 834
2019
Q4 		$23K Buy
+900
New +$22.6K 0.01% 866

Other funds holding IYLD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Verus Capital Partners's IYLD Position: Q1 2020 in Review

Verus Capital Partners held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q1 2020 at 900 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #834.

Verus Capital Partners first reported a position in IYLD in Q4 2019 and has held it in 2 quarters since. The position peaked at $23K in Q4 2019. 66 funds tracked by Wall St. Rank hold IYLD as of Q1 2020.

  • Verus Capital Partners held 900 shares of iShares Morningstar Multi-Asset Income ETF worth $18K as of Q1 2020.
  • Verus Capital Partners left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q1 2020.
  • iShares Morningstar Multi-Asset Income ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #834 holding.
  • Verus Capital Partners first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's iShares Morningstar Multi-Asset Income ETF position peaked at $23K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.