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Ishares Morningstar shares owned by Principal Securities

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

Historical chart of Principal Securities investment in Ishares Morningstar

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

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Quarterly reported holdings in Ishares Morningstar by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $27k 1.3k 20.65
2024-06-30 $26k 1.3k 19.84
2024-03-31 $5.5k 278 19.95
2023-12-31 $3.1k 154 20.08

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prin U S Small (PSC)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Principal Securities

Top funds holding Ishares Morningstar

Morgan Stanley
Bank of America Corporation
Kestra Advisory Services
Royal Bank of Canada
LPL Financial
Advisor Group Holdings
Perigon Wealth Management
Win Advisors
Mycio Wealth Partners
Kovack Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
D.A. Davidson & Co.
Cambridge Investment Research Advisors
First Heartland Consultants

View all funds holding Ishares Morningstar