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Ishares Morningstar shares owned by Smithbridge Asset Management

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Smithbridge Asset Management from 13F filings

Historical chart of Smithbridge Asset Management investment in Ishares Morningstar

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All positions including Ishares Morningstar held by Smithbridge Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Smithbridge Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $257k 12k 21.42