Wealthcare Advisory Partners’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-1,128	Closed	-$26K	–	1216
2021 Q1	$26K	Buy	+1,128	New	+$26.7K	﹤0.01%	1106
2020 Q2	–	Sell	-7,596	Closed	-$152K	–	871
2020 Q1	$152K	Buy	7,596 +132	+2%	+$3.19K	0.02%	310
2019 Q4	$191K	Sell	7,464 -5,200	-41%	-$131K	0.02%	305
2019 Q3	$316K	Sell	12,664 -1,248	-9%	-$31.1K	0.05%	205
2019 Q2	$350K	Buy	+13,912	New	+$343K	0.06%	183
2018 Q3	–	Sell	-166	Closed	-$4K	–	1267
2018 Q2	$4K	Hold	166	–	–	﹤0.01%	1024
2018 Q1	$4K	Buy	+166	New	+$4.18K	﹤0.01%	870

Other funds holding IYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

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

RJFSA

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

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

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

Wealthcare Advisory Partners's IYLD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2021, closing a stake of 1,128 shares — an estimated $26K sold.

Wealthcare Advisory Partners first reported a position in IYLD in Q1 2018 and held it in 7 quarters. The position peaked at $350K in Q2 2019. 53 funds tracked by Wall St. Rank hold IYLD as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,128 iShares Morningstar Multi-Asset Income ETF shares in Q2 2021, an estimated $26K.
Wealthcare Advisory Partners first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2018 and held it in 7 quarters.
Wealthcare Advisory Partners's iShares Morningstar Multi-Asset Income ETF position peaked at $350K in Q2 2019.
53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.