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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
Q2 		– Sell
-8,800
Closed -$191K – 463
2026
Q1 		$191K Buy
+8,800
New +$194K 0.02% 358

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ashton Thomas Securities's IYLD Position: Q2 2026 in Review

Ashton Thomas Securities sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2026, closing a stake of 8,800 shares — an estimated $191K sold.

Ashton Thomas Securities first reported a position in IYLD in Q1 2026 and held it in 1 quarter. The position peaked at $191K in Q1 2026. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • Ashton Thomas Securities reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2026 after selling out during the quarter.
  • Ashton Thomas Securities sold 8,800 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $191K.
  • Ashton Thomas Securities first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2026 and held it in 1 quarter.
  • Ashton Thomas Securities's iShares Morningstar Multi-Asset Income ETF position peaked at $191K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.