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Ishares Morningstar shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Ishares Morningstar

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All positions including Ishares Morningstar held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $198 9 22.00

More positions owned by Lloyd Advisory Services

Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Sterling Cap Fds National Muni Bd (SCNM)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Lloyd Advisory Services

Top funds holding Ishares Morningstar

Morgan Stanley
Bank of America Corporation
Kestra Advisory Services
Silver Oak Securities
Perigon Wealth Management
Royal Bank of Canada
Kovack Advisors
LPL Financial
Tempus Wealth Planning
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
Cambridge Investment Research Advisors
Cetera Investment Advisers
HighTower Advisors

View all funds holding Ishares Morningstar