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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $435M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Services Network's IYLD Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2026: 650 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #3379 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in IYLD as recently as Q3 2025.

Advisory Services Network first reported a position in IYLD in Q1 2018 and has held it in 16 quarters since. The position peaked at $28K in Q4 2019. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Advisory Services Network held 650 shares of iShares Morningstar Multi-Asset Income ETF worth $14.1K as of Q1 2026.
iShares Morningstar Multi-Asset Income ETF was a new Advisory Services Network position in Q1 2026.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3379 holding.
Advisory Services Network first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2018 and has held it in 16 quarters since.
Advisory Services Network's iShares Morningstar Multi-Asset Income ETF position peaked at $28K in Q4 2019.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.