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
2020 Q1	$2.82M	Buy
2019 Q4	$3.27M	Buy
2016 Q3	$6.21K	Hold
2016 Q2	$6.22K	Buy