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YLDYLD
6 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in PRINCIPAL EXCHANGE TRADED FD

Integrated Wealth Concepts LLC holds 353,081 shares of YLD (PRINCIPAL EXCHANGE TRADED FD), worth $6.7M as of 2026-Q2. The position was increased (+1.0% shares). YLD represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$6.7M

Current Shares

353,081

Total Value Change

+$1.7M

Total Shares Change

+90,651

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
353,081
+1.0%
$6.7M0.0%$18.62
27
2026-Q1
Decreased
349,575
-16.7%
$6.6M0.1%$18.17
0
2025-Q4
Increased
419,751
+6.2%
$8M0.1%$18.00
29
2025-Q3
Increased
395,362
+43.1%
$7.7M0.1%$17.96
37
2025-Q2
Increased
276,250
+5.3%
$5.4M0.1%$17.59
28
2025-Q1
New
262,430
-
$5M0.1%$16.99
37

Other major holders of YLD: PRINCIPAL FINANCIAL GROUP INC, ENVESTNET ASSET MANAGEMENT INC

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