Ashton Thomas Securities’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Ashton Thomas Securities’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	$191K	Buy	+8,800	New	+$194K	0.02%	358

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

Ashton Thomas Securities's IYLD Position: Q1 2026 in Review

Ashton Thomas Securities opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2026: 8,800 shares worth $191K. The stake represents 0.02% of the portfolio and ranks #358 among its holdings.

50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Ashton Thomas Securities held 8,800 shares of iShares Morningstar Multi-Asset Income ETF worth $191K as of Q1 2026.
iShares Morningstar Multi-Asset Income ETF was a new Ashton Thomas Securities position in Q1 2026.
iShares Morningstar Multi-Asset Income ETF made up 0.02% of Ashton Thomas Securities's portfolio in Q1 2026, its #358 holding.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Ashton Thomas Securities's 13F filing for Q1 2026, filed 18 May 2026.