Ishares Morningstar shares owned by Silver Oak Securities
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Silver Oak Securities
from 13F filings
Historical chart of Silver Oak Securities investment in Ishares Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Ishares Morningstar held by Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Morningstar by Silver Oak Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.0M | 94k | 21.73 |
| 2025-06-30 | $435k | 21k | 20.76 |