WAM
IYLD icon

Wealthspire Advisors (Maryland)’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q1 		– Sell
-2,725
Closed -$70K – 2568
2017
Q4 		$70K Buy
+2,725
New +$69.9K 0.01% 870

Other funds holding IYLD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IYLD Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2018, closing a stake of 2,725 shares — an estimated $70K sold.

Wealthspire Advisors (Maryland) first reported a position in IYLD in Q4 2017 and held it in 1 quarter. The position peaked at $70K in Q4 2017. 55 funds tracked by Wall St. Rank hold IYLD as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,725 iShares Morningstar Multi-Asset Income ETF shares in Q1 2018, an estimated $70K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s iShares Morningstar Multi-Asset Income ETF position peaked at $70K in Q4 2017.
  • 55 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.