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Ishares Morningstar shares owned by Harbour Investments

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Harbour Investments from 13F filings

Historical chart of Harbour Investments investment in Ishares Morningstar

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All positions including Ishares Morningstar held by Harbour Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Harbour Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $47k 2.3k 20.66
2024-06-30 $45k 2.3k 19.84
2024-03-31 $54k 2.7k 19.93
2023-12-31 $54k 2.7k 20.12
2023-09-30 $52k 2.7k 19.04
2023-06-30 $53k 2.7k 19.52
2023-03-31 $52k 2.7k 19.25
2022-12-31 $20k 1.1k 18.98
2022-09-30 $21k 1.1k 19.74
2022-06-30 $21k 1.1k 19.74
2021-12-31 $17k 694 24.50
2021-09-30 $70k 2.9k 23.81
2021-06-30 $71k 2.9k 24.15
2021-03-31 $69k 2.9k 23.47