Ameriprise
IYLD icon

Ameriprise’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Ameriprise’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 		$305K Buy
14,056
+870
+7% +$19.1K ﹤0.01% 3759
2025
Q4 		$282K Buy
+13,186
New +$281K ﹤0.01% 3821
2025
Q1 		– Sell
-15,042
Closed -$293K – 4094
2024
Q4 		$293K Buy
15,042
+4,717
+46% +$95.1K ﹤0.01% 3731
2024
Q3 		$213K Buy
+10,325
New +$209K ﹤0.01% 3732
2023
Q4 		– Sell
-11,022
Closed -$210K – 3937
2023
Q3 		$210K Sell
11,022
-7,017
-39% -$135K ﹤0.01% 3691
2023
Q2 		$352K Buy
18,039
+4,253
+31% +$81.7K ﹤0.01% 3566
2023
Q1 		$265K Sell
13,786
-14,135
-51% -$276K ﹤0.01% 3646
2022
Q4 		$529K Sell
27,921
-59,398
-68% -$1.12M ﹤0.01% 3386
2022
Q3 		$1.6M Sell
87,319
-4,718
-5% -$93.4K ﹤0.01% 2876
2022
Q2 		$1.82M Buy
92,037
+10,313
+13% +$215K ﹤0.01% 2849
2022
Q1 		$1.83M Sell
81,724
-2,371
-3% -$54.4K ﹤0.01% 2949
2021
Q4 		$2.02M Sell
84,095
-2,869
-3% -$68.7K ﹤0.01% 2953
2021
Q3 		$2.08M Buy
86,964
+537
+0.6% +$13K ﹤0.01% 2855
2021
Q2 		$2.09M Sell
86,427
-5,121
-6% -$122K ﹤0.01% 2910
2021
Q1 		$2.14M Sell
91,548
-31,238
-25% -$739K ﹤0.01% 2830
2020
Q4 		$2.96M Sell
122,786
-458
-0.4% -$10.6K ﹤0.01% 2601
2020
Q3 		$2.78M Buy
123,244
+4,736
+4% +$108K ﹤0.01% 2475
2020
Q2 		$2.63M Sell
118,508
-53,476
-31% -$1.14M ﹤0.01% 2463
2020
Q1 		$3.44M Sell
171,984
-43,835
-20% -$1.06M ﹤0.01% 2163
2019
Q4 		$5.51M Sell
215,819
-32,530
-13% -$818K ﹤0.01% 2176
2019
Q3 		$6.2M Sell
248,349
-4,761
-2% -$119K ﹤0.01% 2063
2019
Q2 		$6.36M Buy
253,110
+12,310
+5% +$304K ﹤0.01% 2063
2019
Q1 		$5.95M Buy
240,800
+107,962
+81% +$2.63M ﹤0.01% 2109
2018
Q4 		$3.09M Sell
132,838
-15,602
-11% -$373K ﹤0.01% 2429
2018
Q3 		$3.68M Buy
148,440
+27,266
+23% +$672K ﹤0.01% 2539
2018
Q2 		$2.98M Buy
121,174
+27,124
+29% +$670K ﹤0.01% 2554
2018
Q1 		$2.34M Sell
94,050
-23,114
-20% -$583K ﹤0.01% 2636
2017
Q4 		$3.03M Sell
117,164
-40,599
-26% -$1.04M ﹤0.01% 2446
2017
Q3 		$4.08M Buy
157,763
+50,433
+47% +$1.29M ﹤0.01% 2232
2017
Q2 		$2.74M Buy
107,330
+10,027
+10% +$255K ﹤0.01% 2446
2017
Q1 		$2.45M Buy
97,303
+19,301
+25% +$478K ﹤0.01% 2485
2016
Q4 		$1.9M Buy
78,002
+58,183
+294% +$1.42M ﹤0.01% 2651
2016
Q3 		$501K Buy
19,819
+3,183
+19% +$79.8K ﹤0.01% 3204
2016
Q2 		$414K Sell
16,636
-1,698
-9% -$41.3K ﹤0.01% 3249
2016
Q1 		$441K Sell
18,334
-2,063
-10% -$47.6K ﹤0.01% 3222
2015
Q4 		$474K Sell
20,397
-5,578
-21% -$132K ﹤0.01% 3286
2015
Q3 		$611K Buy
25,975
+1,218
+5% +$29.5K ﹤0.01% 3174
2015
Q2 		$611K Buy
24,757
+9,973
+67% +$255K ﹤0.01% 3353
2015
Q1 		$382K Buy
+14,784
New +$383K ﹤0.01% 3312
2014
Q4 		– Sell
-1,926
Closed -$50K – 4065
2014
Q3 		$50K Buy
1,926
+371
+24% +$9.85K ﹤0.01% 4011
2014
Q2 		$42K Sell
1,555
-2,090
-57% -$55.1K ﹤0.01% 3979
2014
Q1 		$95K Sell
3,645
-5,225
-59% -$132K ﹤0.01% 3526
2013
Q4 		$219K Sell
8,870
-127
-1% -$3.18K ﹤0.01% 3109
2013
Q3 		$226K Buy
8,997
+7,009
+353% +$174K ﹤0.01% 3131
2013
Q2 		$50K Buy
+1,988
New +$52.8K ﹤0.01% 3718

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise's IYLD Position: Q1 2026 in Review

Ameriprise increased its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 6.6% in Q1 2026, buying an estimated $19.1K and bringing the position to 14,056 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3759.

Ameriprise first reported a position in IYLD in Q2 2013 and has held it in 45 quarters since. The position peaked at $6.36M in Q2 2019. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • Ameriprise held 14,056 shares of iShares Morningstar Multi-Asset Income ETF worth $305K as of Q1 2026.
  • Ameriprise bought 870 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $19.1K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3759 holding.
  • Ameriprise first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2013 and has held it in 45 quarters since.
  • Ameriprise's iShares Morningstar Multi-Asset Income ETF position peaked at $6.36M in Q2 2019.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.