Kestra Advisory Services, LLC
Position in IYLD — iShares Morningstar Multi-Asset Income ETF
CIK 1830819
AUSTIN, TX
All Filings in IYLD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IYLD | $2,661,120 | 122,463 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 IYLD | $1,215,413 | 56,742 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IYLD | $1,258,605 | 59,145 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IYLD | $3,854,073 | 185,649 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 IYLD | $1,477,365 | 73,574 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IYLD | $4,620,461 | 237,190 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IYLD | $1,439,878 | 69,694 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 IYLD | $4,246,593 | 214,042 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 IYLD | $1,680,358 | 84,313 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IYLD | $657,038 | 32,656 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 IYLD | $289,541 | 15,207 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IYLD | $279,975 | 14,343 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 IYLD | $261,973 | 13,609 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 IYLD | $258,241 | 13,606 | Shares | Sole | 2023-01-31 | |
| 2020-12-31 IYLD | $1,317,591 | 54,740 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||