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

WealthShield 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
2024 Q4	–	Sell	-62	Closed	-$1.28K	–	509
2024 Q3	$1.28K	Hold	62	–	–	﹤0.01%	482
2024 Q2	$1.23K	Hold	62	–	–	﹤0.01%	462
2024 Q1	$1.24K	Hold	62	–	–	﹤0.01%	473
2023 Q4	$1.25K	Hold	62	–	–	﹤0.01%	469
2023 Q3	$1.18K	Hold	62	–	–	﹤0.01%	473
2023 Q2	$1.21K	Buy	+62	New	+$1.19K	﹤0.01%	478

Other funds holding IYLD

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WealthShield Partners's IYLD Position: Q4 2024 in Review

WealthShield Partners sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2024, closing a stake of 62 shares — an estimated $1.28K sold.

WealthShield Partners first reported a position in IYLD in Q2 2023 and held it in 6 quarters. The position peaked at $1.28K in Q3 2024. 52 funds tracked by Wall St. Rank hold IYLD as of Q4 2024.

WealthShield Partners reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2024 after selling out during the quarter.
WealthShield Partners sold 62 iShares Morningstar Multi-Asset Income ETF shares in Q4 2024, an estimated $1.28K.
WealthShield Partners first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2023 and held it in 6 quarters.
WealthShield Partners's iShares Morningstar Multi-Asset Income ETF position peaked at $1.28K in Q3 2024.
52 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2024.

Based on WealthShield Partners's 13F filing for Q4 2024, filed 4 Feb 2025.