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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

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

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Quarterly 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