Ishares Morningstar shares owned by Brian McDonald
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Ishares Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Ishares Morningstar held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Morningstar by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11k | 518 | 21.28 |
| 2018-03-31 | $846k | 34k | 24.88 |
| 2017-12-31 | $881k | 34k | 25.91 |
| 2017-09-30 | $869k | 34k | 25.56 |
| 2017-06-30 | $870k | 34k | 25.59 |
| 2017-03-31 | $862k | 34k | 25.35 |
| 2016-12-31 | $838k | 34k | 24.65 |
| 2016-09-30 | $1.0M | 41k | 24.75 |