Ishares Morningstar shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 59k | 21.28 |
| 2025-06-30 | $3.9M | 186k | 20.76 |
| 2025-03-31 | $1.5M | 74k | 20.08 |
| 2024-12-31 | $4.6M | 237k | 19.48 |
| 2024-09-30 | $1.4M | 70k | 20.66 |
| 2024-06-30 | $4.2M | 214k | 19.84 |
| 2024-03-31 | $1.7M | 84k | 19.93 |
| 2023-12-31 | $657k | 33k | 20.12 |
| 2023-09-30 | $290k | 15k | 19.04 |
| 2023-06-30 | $280k | 14k | 19.52 |
| 2023-03-31 | $262k | 14k | 19.25 |
| 2022-12-31 | $258k | 14k | 18.98 |
| 2020-12-31 | $1.3M | 55k | 24.02 |