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

Belpointe Asset 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
2026 Q3	$263K	Buy	+12,135	New	+$269K	0.01%	972
2023 Q2	–	Sell	-682	Closed	-$13.1K	–	1987
2023 Q1	$13.1K	Buy	682 +40	+6%	+$780	﹤0.01%	2555
2022 Q4	$12.2K	Buy	+642	New	+$12.1K	﹤0.01%	2508

Other funds holding IYLD

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Rose Capital Advisors Miami Beach, Florida $411M AUM

Belpointe Asset Management's IYLD Position: Q3 2026 in Review

Belpointe Asset Management opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2026: 12,135 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IYLD as recently as Q1 2023.

Belpointe Asset Management first reported a position in IYLD in Q4 2022 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold IYLD as of Q3 2026.

Belpointe Asset Management held 12,135 shares of iShares Morningstar Multi-Asset Income ETF worth $263K as of Q3 2026.
iShares Morningstar Multi-Asset Income ETF was a new Belpointe Asset Management position in Q3 2026.
iShares Morningstar Multi-Asset Income ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #972 holding.
Belpointe Asset Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2022 and has held it in 3 quarters since.
35 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.