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

Ameritas Advisory Services’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 Q4	–	Sell	-200	Closed	-$4.26K	–	1556
2025 Q3	$4.26K	Hold	200	–	–	﹤0.01%	1863
2025 Q2	$4.15K	Sell	200 -33,708	-99%	-$682K	﹤0.01%	2283
2025 Q1	$681K	Buy	+33,908	New	+$677K	0.03%	493
2023 Q2	–	Sell	-200	Closed	-$3.85K	–	1578
2023 Q1	$3.85K	Buy	+200	New	+$3.9K	﹤0.01%	2228

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $31B AUM 28.39% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Ameritas Advisory Services's IYLD Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2025, closing a stake of 200 shares — an estimated $4.26K sold.

Ameritas Advisory Services first reported a position in IYLD in Q1 2023 and held it in 4 quarters. The position peaked at $681K in Q1 2025. 53 funds tracked by Wall St. Rank hold IYLD as of Q4 2025.

Ameritas Advisory Services reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 200 iShares Morningstar Multi-Asset Income ETF shares in Q4 2025, an estimated $4.26K.
Ameritas Advisory Services first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2023 and held it in 4 quarters.
Ameritas Advisory Services's iShares Morningstar Multi-Asset Income ETF position peaked at $681K in Q1 2025.
53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.