Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Cambridge Investment Research Advisors’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 		$539K Sell
24,359
-306
-1% -$6.77K ﹤0.01% 2679
2026
Q1 		$536K Buy
24,665
+5
+0% +$110 ﹤0.01% 2733
2025
Q4 		$528K Buy
24,660
+2,020
+9% +$43.1K ﹤0.01% 2667
2025
Q3 		$482K Sell
22,640
-3,132
-12% -$65.3K ﹤0.01% 2712
2025
Q2 		$535K Buy
25,772
+10
+0% +$202 ﹤0.01% 2483
2025
Q1 		$517K Buy
25,762
+16
+0.1% +$319 ﹤0.01% 2410
2024
Q4 		$502K Sell
25,746
-654
-2% -$13.2K ﹤0.01% 2429
2024
Q3 		$545K Sell
26,400
-904
-3% -$18.3K ﹤0.01% 2337
2024
Q2 		$542K Sell
27,304
-1,076
-4% -$21.3K ﹤0.01% 2235
2024
Q1 		$566K Sell
28,380
-6,746
-19% -$133K ﹤0.01% 2178
2023
Q4 		$707K Sell
35,126
-122
-0.3% -$2.34K ﹤0.01% 1896
2023
Q3 		$671K Sell
35,248
-709
-2% -$13.7K ﹤0.01% 1845
2023
Q2 		$702K Sell
35,957
-1,256
-3% -$24.1K ﹤0.01% 1875
2023
Q1 		$716K Sell
37,213
-10,903
-23% -$213K ﹤0.01% 1807
2022
Q4 		$913K Sell
48,116
-3,342
-6% -$63.1K ﹤0.01% 1568
2022
Q3 		$945K Sell
51,458
-4,691
-8% -$92.9K 0.01% 1512
2022
Q2 		$1.11M Sell
56,149
-781
-1% -$16.3K 0.01% 1408
2022
Q1 		$1.27M Sell
56,930
-3,733
-6% -$85.6K 0.01% 1409
2021
Q4 		$1.46M Sell
60,663
-4,005
-6% -$96K 0.01% 1334
2021
Q3 		$1.55M Sell
64,668
-7,428
-10% -$180K 0.01% 1235
2021
Q2 		$1.74M Buy
72,096
+5,021
+7% +$120K 0.01% 1194
2021
Q1 		$1.57M Sell
67,075
-5,691
-8% -$135K 0.01% 1141
2020
Q4 		$1.75M Sell
72,766
-17,928
-20% -$416K 0.01% 997
2020
Q3 		$2.04M Buy
90,694
+27,620
+44% +$628K 0.01% 798
2020
Q2 		$1.4M Sell
63,074
-40,906
-39% -$871K 0.01% 941
2020
Q1 		$2.08M Buy
103,980
+1,102
+1% +$26.6K 0.02% 648
2019
Q4 		$2.63M Buy
102,878
+8,378
+9% +$211K 0.02% 669
2019
Q3 		$2.36M Buy
94,500
+11,895
+14% +$296K 0.02% 680
2019
Q2 		$2.08M Buy
82,605
+17,712
+27% +$437K 0.02% 693
2019
Q1 		$1.6M Buy
64,893
+7,271
+13% +$177K 0.02% 808
2018
Q4 		$1.34M Buy
57,622
+4,071
+8% +$97.2K 0.01% 802
2018
Q3 		$1.32M Sell
53,551
-1,025
-2% -$25.3K 0.01% 869
2018
Q2 		$1.34M Buy
54,576
+4,423
+9% +$109K 0.01% 820
2018
Q1 		$1.25M Buy
50,153
+16,156
+48% +$407K 0.01% 825
2017
Q4 		$878K Buy
33,997
+18,880
+125% +$484K 0.01% 968
2017
Q3 		$391K Buy
15,117
+91
+0.6% +$2.33K 0.01% 1387
2017
Q2 		$385K Sell
15,026
-854
-5% -$21.7K 0.01% 1369
2017
Q1 		$400K Buy
15,880
+2,068
+15% +$51.2K 0.01% 1192
2016
Q4 		$336K Sell
13,812
-960
-6% -$23.4K 0.01% 1213
2016
Q3 		$373K Sell
14,772
-1,332
-8% -$33.4K 0.01% 1185
2016
Q2 		$401K Sell
16,104
-79
-0.5% -$1.92K 0.01% 1043
2016
Q1 		$390K Sell
16,183
-2,287
-12% -$52.8K 0.01% 1038
2015
Q4 		$430K Sell
18,470
-4,325
-19% -$102K 0.01% 919
2015
Q3 		$537K Buy
+22,795
New +$551K 0.02% 730

Other funds holding IYLD

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cambridge Investment Research Advisors's IYLD Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 1.2% in Q2 2026, selling an estimated $6.77K and leaving 24,359 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #2679.

Cambridge Investment Research Advisors first reported a position in IYLD in Q3 2015 and has held it in 44 quarters since. The position peaked at $2.63M in Q4 2019. 14 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • Cambridge Investment Research Advisors held 24,359 shares of iShares Morningstar Multi-Asset Income ETF worth $539K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 306 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $6.77K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2679 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2015 and has held it in 44 quarters since.
  • Cambridge Investment Research Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $2.63M in Q4 2019.
  • 14 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.