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Ishares Morningstar shares owned by Stifel Financial

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

Historical chart of Stifel Financial investment in Ishares Morningstar

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

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Quarterly reported holdings in Ishares Morningstar by Stifel Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $199k 10k 19.84
2024-03-31 $200k 10k 19.93
2016-12-31 $305k 13k 24.29