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Ishares Morningstar shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities investment in Ishares Morningstar

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

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Quarterly reported holdings in Ishares Morningstar by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4k 205 21.28
2025-06-30 $4.0k 205 19.48
2025-03-31 $4.1k 205 20.08
2024-12-31 $4.0k 205 19.49