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

WealthPLAN 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 Q2	–	Sell	-136,548	Closed	-$2.82M	–	315
2020 Q1	$2.82M	Buy	136,548 +10,559	+8%	+$255K	0.37%	68
2019 Q4	$3.27M	Buy	+125,989	New	+$3.17M	0.39%	69
2016 Q3	$6.21K	Hold	250	–	–	﹤0.01%	671
2016 Q2	$6.22K	Buy	+250	New	+$6.08K	﹤0.01%	1906

Other funds holding IYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's IYLD Position: Q2 2020 in Review

WealthPLAN Partners sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2020, closing a stake of 136,548 shares — an estimated $2.82M sold.

WealthPLAN Partners first reported a position in IYLD in Q2 2016 and held it in 4 quarters. The position peaked at $3.27M in Q4 2019. 65 funds tracked by Wall St. Rank hold IYLD as of Q2 2020.

WealthPLAN Partners reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2020 after selling out during the quarter.
WealthPLAN Partners sold 136,548 iShares Morningstar Multi-Asset Income ETF shares in Q2 2020, an estimated $2.82M.
WealthPLAN Partners first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2016 and held it in 4 quarters.
WealthPLAN Partners's iShares Morningstar Multi-Asset Income ETF position peaked at $3.27M in Q4 2019.
65 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2020.

Based on WealthPLAN Partners's 13F filing for Q2 2020, filed 19 Aug 2020.