Cape Investment Advisory’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Cape Investment Advisory’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	–	Sell	-188	Closed	-$4.03K	–	713
2025 Q4	$4.03K	Hold	188	–	–	﹤0.01%	960
2025 Q3	$4K	Hold	188	–	–	﹤0.01%	560
2025 Q2	$3.9K	Hold	188	–	–	﹤0.01%	815
2025 Q1	$3.77K	Hold	188	–	–	﹤0.01%	813
2024 Q4	$3.66K	Buy	+188	New	+$3.79K	﹤0.01%	801

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

Cape Investment Advisory's IYLD Position: Q1 2026 in Review

Cape Investment Advisory sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2026, closing a stake of 188 shares — an estimated $4.03K sold.

Cape Investment Advisory first reported a position in IYLD in Q4 2024 and held it in 5 quarters. The position peaked at $4.03K in Q4 2025. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Cape Investment Advisory reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 188 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $4.03K.
Cape Investment Advisory first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2024 and held it in 5 quarters.
Cape Investment Advisory's iShares Morningstar Multi-Asset Income ETF position peaked at $4.03K in Q4 2025.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.