Ishares Morningstar shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $134k | 6.2k | 21.42 |
| 2024-03-31 | $244k | 12k | 19.93 |
| 2023-12-31 | $242k | 12k | 19.71 |
| 2023-09-30 | $227k | 12k | 18.50 |
| 2023-06-30 | $265k | 14k | 19.52 |
| 2023-03-31 | $259k | 14k | 19.07 |
| 2022-12-31 | $257k | 14k | 18.98 |
| 2022-09-30 | $249k | 14k | 18.40 |
| 2022-06-30 | $210k | 11k | 19.79 |
| 2022-03-31 | $219k | 11k | 20.93 |
| 2021-12-31 | $251k | 11k | 24.02 |
| 2021-09-30 | $250k | 10k | 23.95 |
| 2021-06-30 | $253k | 11k | 24.17 |
| 2021-03-31 | $248k | 11k | 23.46 |
| 2020-12-31 | $344k | 14k | 24.07 |
| 2020-09-30 | $443k | 20k | 22.53 |
| 2020-06-30 | $446k | 20k | 22.20 |
| 2020-03-31 | $416k | 21k | 20.01 |
| 2019-12-31 | $543k | 21k | 25.54 |
| 2019-09-30 | $534k | 21k | 24.98 |
| 2019-06-30 | $542k | 22k | 25.14 |
| 2019-03-31 | $445k | 18k | 24.73 |
| 2018-12-31 | $442k | 19k | 23.27 |
More positions owned by Global Retirement Partners
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