Cedar Brook Financial Partners, LLC
Position in IYLD — iShares Morningstar Multi-Asset Income ETF
CIK 1767302
CLEVELAND, OH
All Filings in IYLD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 IYLD | $327,928 | 16,454 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 IYLD | $339,022 | 16,850 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 IYLD | $313,284 | 16,454 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 IYLD | $351,340 | 17,999 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 IYLD | $410,236 | 21,311 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 IYLD | $407,083 | 21,448 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 IYLD | $396,520 | 21,597 | Shares | Sole | 2023-01-03 | |
| 2022-06-30 IYLD | $426,027 | 21,484 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 IYLD | $481,894 | 21,542 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 IYLD | $522,027 | 21,724 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 IYLD | $631,441 | 26,365 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 IYLD | $738,263 | 30,532 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 IYLD | $723,120 | 30,863 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 IYLD | $736,878 | 30,614 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 IYLD | $1,184,844 | 52,543 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 IYLD | $1,211,032 | 54,551 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 IYLD | $1,073,400 | 53,670 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||