AE Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

AE Wealth Management’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
2025 Q3	–	Sell	-200	Closed	-$4.15K	–	2333
2025 Q2	$4.15K	Hold	200	–	–	﹤0.01%	1974
2025 Q1	$4.02K	Buy	+200	New	+$3.99K	﹤0.01%	1962
2021 Q2	–	Sell	-8,660	Closed	-$203K	–	1633
2021 Q1	$203K	Sell	8,660 -5,174	-37%	-$122K	﹤0.01%	1402
2020 Q4	$333K	Sell	13,834 -2,865	-17%	-$66.5K	﹤0.01%	1106
2020 Q3	$377K	Sell	16,699 -14,344	-46%	-$326K	0.01%	962
2020 Q2	$689K	Buy	31,043 +5,055	+19%	+$108K	0.01%	738
2020 Q1	$520K	Sell	25,988 -25,688	-50%	-$621K	0.01%	670
2019 Q4	$1.32M	Sell	51,676 -68,515	-57%	-$1.72M	0.03%	468
2019 Q3	$3M	Buy	+120,191	New	+$2.99M	0.09%	206

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

ECA

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

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

PWM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AE Wealth Management's IYLD Position: Q3 2025 in Review

AE Wealth Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2025, closing a stake of 200 shares — an estimated $4.15K sold.

AE Wealth Management first reported a position in IYLD in Q3 2019 and held it in 9 quarters. The position peaked at $3M in Q3 2019. 54 funds tracked by Wall St. Rank hold IYLD as of Q3 2025.

AE Wealth Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2025 after selling out during the quarter.
AE Wealth Management sold 200 iShares Morningstar Multi-Asset Income ETF shares in Q3 2025, an estimated $4.15K.
AE Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2019 and held it in 9 quarters.
AE Wealth Management's iShares Morningstar Multi-Asset Income ETF position peaked at $3M in Q3 2019.
54 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.