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

Waterloo Capital’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	$518K	Buy	+25,918	New	+$626K	0.37%	64

Other funds holding IYLD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Waterloo Capital's IYLD Position: Q1 2020 in Review

Waterloo Capital opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2020: 25,918 shares worth $518K. The stake represents 0.37% of the portfolio and ranks #64 among its holdings.

66 funds tracked by Wall St. Rank hold IYLD as of Q1 2020.

Waterloo Capital held 25,918 shares of iShares Morningstar Multi-Asset Income ETF worth $518K as of Q1 2020.
iShares Morningstar Multi-Asset Income ETF was a new Waterloo Capital position in Q1 2020.
iShares Morningstar Multi-Asset Income ETF made up 0.37% of Waterloo Capital's portfolio in Q1 2020, its #64 holding.
66 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.