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Ishares Morningstar shares owned by Mayflower Financial Advisors

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

Historical chart of Mayflower Financial Advisors investment in Ishares Morningstar

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

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Quarterly reported holdings in Ishares Morningstar by Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $288k 14k 20.66
2024-06-30 $293k 15k 19.84
2024-03-31 $359k 18k 19.93
2023-12-31 $362k 18k 20.12
2023-09-30 $374k 20k 19.04
2023-06-30 $384k 20k 19.52
2023-03-31 $378k 20k 19.25
2022-12-31 $373k 20k 18.98
2022-09-30 $499k 27k 18.35
2022-06-30 $540k 27k 19.82
2022-03-31 $656k 29k 22.37
2021-12-31 $714k 30k 24.02
2021-09-30 $714k 30k 24.02
2021-06-30 $719k 30k 24.19
2021-03-31 $731k 31k 23.44
2020-12-31 $758k 32k 24.07