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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-136,548	Closed	-$2.82M	–	311
2020 Q1	$2.82M	Buy	136,548 +10,559	+8%	+$218K	0.37%	68
2019 Q4	$3.27M	Buy	+125,989	New	+$3.27M	0.39%	69
2016 Q3	$6.21K	Hold	250	–	–	﹤0.01%	671
2016 Q2	$6.22K	Buy	+250	New	+$6.22K	﹤0.01%	1906