Lou Barletta bought iShares Morningstar Multi-Asset Income ETF (IYLD) (IYLD)
Lou Barletta (R-PA), a U.S. Representative, has disclosed 2 trades in iShares Morningstar Multi-Asset Income ETF (IYLD) (IYLD) since 2015, 1 purchase and 1 sale, worth an estimated $65K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Lou Barletta bought $15,001 - $50,000 of iShares Morningstar Multi-Asset Income ETF (IYLD) (IYLD) on March 30, 2015. Since that trade, IYLD is up +48.18% against the S&P 500 up +321.10%, an outperformance of -272.93%.
Across these filings, Lou Barletta has been a balanced trader of IYLD (a buy-to-sell ratio of 1.00). The most recent disclosed IYLD transaction shown was dated October 29, 2015. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Lou Barletta's IYLD trades vs the price
IYLD is up +48.18% since Lou Barletta bought on March 30, 2015, versus +321.10% for the S&P 500.
Performance since this trade
All Lou Barletta IYLD trades
Lou Barletta & IYLD trading FAQ
Is it legal for Lou Barletta to trade iShares Morningstar Multi-Asset Income ETF (IYLD) (IYLD) stock?
Yes. Members of Congress are allowed to trade individual stocks, including iShares Morningstar Multi-Asset Income ETF (IYLD) (IYLD), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Lou Barletta buy IYLD?
Lou Barletta disclosed a purchase of $15,001 - $50,000 of iShares Morningstar Multi-Asset Income ETF (IYLD) (IYLD) on March 30, 2015, according to public STOCK Act filings.
How has IYLD performed since Lou Barletta's trade?
Since Lou Barletta bought IYLD on March 30, 2015, the stock is up +48.18%, versus +321.10% for the S&P 500 over the same period, an outperformance of -272.93%.
How many times has Lou Barletta traded IYLD?
Lou Barletta has disclosed 2 IYLD trades since 2015 (1 purchase and 1 sale). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional IYLD trades?
Quantellect tracks every disclosed congressional trade in iShares Morningstar Multi-Asset Income ETF (IYLD) (IYLD) on the iShares Morningstar Multi-Asset Income ETF (IYLD) congressional trading page, which aggregates filings across all members of Congress.
Lou Barletta's IYLD tradesAll congressional filings for iShares Morningstar Multi-Asset Income ETF (IYLD)Lou Barletta's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.