Steward Partners Investment Advisory, LLC

Position in IYLD — iShares Morningstar Multi-Asset Income ETF

CIK 1723397 STAMFORD, CT

All Filings in IYLD

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 IYLD	$128,293	5,904	-2.3%	Shares	Sole	2026-05-08
2025-12-31 IYLD	$129,505	6,046	+1.1%	Shares	Sole	2026-02-12
2025-09-30 IYLD	$127,275	5,981	+1.3%	Shares	Sole	2025-11-12
2025-06-30 IYLD	$122,587	5,905	-0.8%	Shares	Sole	2025-08-12
2025-03-31 IYLD	$119,536	5,953	-65.8%	Shares	Sole	2025-05-13
2024-12-31 IYLD	$338,835	17,394	+33.8%	Shares	Sole	2025-02-06
2024-09-30 IYLD	$268,538	12,998	+1.5%	Shares	Sole	2024-11-14
2024-06-30 IYLD	$254,170	12,811	+1.3%	Shares	Sole	2024-08-08
2024-03-31 IYLD	$252,054	12,647	-74.7%	Shares	Sole	2024-05-15
2023-12-31 IYLD	$1,004,269	49,914	+300.7%	Shares	Sole	2024-02-12
2023-09-30 IYLD	$237,200	12,458	-8.1%	Shares	Sole	2023-11-13
2023-06-30 IYLD	$264,730	13,562	+0.1%	Shares	Sole	2023-08-14
2023-03-31 IYLD	$260,702	13,543	-9.6%	Shares	Sole	2023-05-15
2022-12-31 IYLD	$284,244	14,976	+5.7%	Shares	Sole	2023-02-15
2022-09-30 IYLD	$260,051	14,164	+2.9%	Shares	Sole	2022-11-10
2022-06-30 IYLD	$272,900	13,762	+0.4%	Shares	Sole	2022-08-04
2022-03-31 IYLD	$306,715	13,711	-0.3%	Shares	Sole	2022-05-02
2021-12-31 IYLD	$330,604	13,758	-3.1%	Shares	Sole	2022-02-08
2021-09-30 IYLD	$339,874	14,191	+66.3%	Shares	Sole	2021-11-12
2021-06-30 IYLD	$206,352	8,534	-9.4%	Shares	Sole	2021-08-13
2021-03-31 IYLD	$220,710	9,420	+268.0%	Shares	Sole	2021-05-14
2020-12-31 IYLD	$61,619	2,560	-95.2%	Shares	Sole	2021-02-11
2020-09-30 IYLD	$1,191,744	52,849	+1.9%	Shares	Sole	2020-10-30
2020-06-30 IYLD	$1,151,047	51,849	-12.8%	Shares	Sole	2020-08-06
2020-03-31 IYLD	$1,189,240	59,462	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.