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Ishares Morningstar shares owned by PSI Advisors

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

Historical chart of PSI Advisors investment in Ishares Morningstar

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

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Quarterly reported holdings in Ishares Morningstar by PSI Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 1.1k 20.66
2024-06-30 $21k 1.1k 19.84
2024-03-31 $21k 1.1k 19.93
2023-12-31 $21k 1.1k 20.12
2023-09-30 $20k 1.1k 19.04
2023-06-30 $21k 1.1k 19.52
2023-03-31 $23k 1.2k 19.25
2022-12-31 $22k 1.2k 18.98
2022-09-30 $21k 1.2k 17.95
2022-06-30 $23k 1.2k 19.66
2022-03-31 $26k 1.2k 22.22
2021-12-31 $28k 1.2k 23.93
2021-09-30 $28k 1.2k 23.93
2019-12-31 $29k 1.2k 24.79