Advisory Services Network’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Advisory Services Network’s Portfolio IYLD Stock Details IYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-650	Closed	-$14.1K	–	3454
2026 Q1	$14.1K	Buy	+650	New	+$14.3K	﹤0.01%	3379
2025 Q4	–	Sell	-750	Closed	-$16K	–	3092
2025 Q3	$16K	Buy	+750	New	+$15.6K	﹤0.01%	3057
2023 Q2	–	Sell	-600	Closed	-$11.6K	–	2556
2023 Q1	$11.6K	Hold	600	–	–	﹤0.01%	2814
2022 Q4	$11.4K	Buy	+600	New	+$11.3K	﹤0.01%	2794
2021 Q3	–	Sell	-1,084	Closed	-$26K	–	2352
2021 Q2	$26K	Buy	+1,084	New	+$25.9K	﹤0.01%	2357
2021 Q1	–	Sell	-1,084	Closed	-$26K	–	2164
2020 Q4	$26K	Hold	1,084	–	–	﹤0.01%	2012
2020 Q3	$24K	Buy	+1,084	New	+$24.7K	﹤0.01%	1993
2020 Q2	–	Sell	-1,084	Closed	-$22K	–	1918
2020 Q1	$22K	Hold	1,084	–	–	﹤0.01%	1811
2019 Q4	$28K	Buy	1,084 +600	+124%	+$15.1K	﹤0.01%	1836
2019 Q3	$12K	Hold	484	–	–	﹤0.01%	2080
2019 Q2	$12K	Hold	484	–	–	﹤0.01%	2078
2019 Q1	$12K	Hold	484	–	–	﹤0.01%	1793
2018 Q4	$11K	Hold	484	–	–	﹤0.01%	1726
2018 Q3	$12K	Hold	484	–	–	﹤0.01%	1760
2018 Q2	$12K	Hold	484	–	–	﹤0.01%	1716
2018 Q1	$12K	Buy	+484	New	+$12.2K	﹤0.01%	1822

Other funds holding IYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Services Network's IYLD Position: Q2 2026 in Review

Advisory Services Network sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2026, closing a stake of 650 shares — an estimated $14.1K sold.

Advisory Services Network first reported a position in IYLD in Q1 2018 and held it in 16 quarters. The position peaked at $28K in Q4 2019. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

Advisory Services Network reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 650 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $14.1K.
Advisory Services Network first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2018 and held it in 16 quarters.
Advisory Services Network's iShares Morningstar Multi-Asset Income ETF position peaked at $28K in Q4 2019.
47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.