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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,725
Closed -$70K – 2570
2017
Q4 		$70K Buy
+2,725
New +$70K 0.01% 870