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Ishares Morningstar shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Ishares Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Ishares Morningstar held by Farther Finance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $431k 21k 20.12

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Vanguard Short-term Bond Etf Etf (BSV)
Nvidia Corporation Stock (NVDA)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Microsoft Corp Stock (MSFT)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Eafe Value Etf Etf (EFV)
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)

View all positions for Farther Finance Advisors

Top funds holding Ishares Morningstar

Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
First Heartland Consultants
Steward Partners Investment Advisory
Baird Financial
Raymond James Financial Services Advisors
Atria Wealth Solutions
Kestra Advisory Services
Cambridge Investment Research Advisors
Mycio Wealth Partners
D.A. Davidson & Co.
Jpmorgan Chase & Co
Farther Finance Advisors
Hancock Bank Trust Department

View all funds holding Ishares Morningstar