Global Retirement Partners, LLC

Pension

Position in IYLD — iShares Morningstar Multi-Asset Income ETF

CIK 1749744 San Rafael, CA

Back to IYLD Full portfolio

All Filings in IYLD

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31 IYLD	$133,489	6,232	-49.1%	Shares	Sole	2026-02-06
2024-03-31 IYLD	$244,182	12,252	0.0%	Shares	Sole	2024-04-23
2023-12-31 IYLD	$246,510	12,252	0.0%	Shares	Sole	2024-01-18
2023-09-30 IYLD	$233,278	12,252	-9.8%	Shares	Sole	2023-10-13
2023-06-30 IYLD	$265,042	13,578	+0.1%	Shares	Sole	2023-07-20
2023-03-31 IYLD	$261,241	13,571	+0.1%	Shares	Sole	2023-05-08
2022-12-31 IYLD	$257,311	13,557	+0.2%	Shares	Sole	2023-02-13
2022-09-30 IYLD	$248,502	13,535	+27.5%	Shares	Sole	2022-11-03
2022-06-30 IYLD	$210,455	10,613	+1.5%	Shares	Sole	2022-07-15
2022-03-31 IYLD	$234,012	10,461	+0.1%	Shares	Sole	2022-07-14
2021-12-31 IYLD	$251,137	10,451	+0.1%	Shares	Sole	2022-01-21
2021-09-30 IYLD	$249,966	10,437	-0.3%	Shares	Sole	2021-10-22
2021-06-30 IYLD	$253,116	10,468	-1.0%	Shares	Sole	2021-07-15
2021-03-31 IYLD	$247,631	10,569	-26.0%	Shares	Sole	2021-04-14
2020-12-31 IYLD	$343,984	14,291	-27.3%	Shares	Sole	2021-01-13
2020-09-30 IYLD	$443,490	19,667	-2.1%	Shares	Sole	2020-10-09
2020-06-30 IYLD	$446,064	20,093	-3.4%	Shares	Sole	2020-07-13
2020-03-31 IYLD	$415,820	20,791	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.