Carson Wealth (CWM LLC)’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Carson Wealth (CWM LLC)’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	$5.37K	Buy	+247	New	+$5.43K	﹤0.01%	5000
2021 Q2	$4K	Hold	158	–	–	﹤0.01%	2448
2021 Q1	$4K	Hold	158	–	–	﹤0.01%	2448
2020 Q4	$4K	Hold	158	–	–	﹤0.01%	2447
2020 Q3	$4K	Hold	158	–	–	﹤0.01%	2447
2020 Q2	$4K	Hold	158	–	–	﹤0.01%	2447
2020 Q1	$4K	Hold	158	–	–	﹤0.01%	2447
2019 Q4	$4K	Hold	158	–	–	﹤0.01%	2446
2019 Q3	$4K	Hold	158	–	–	﹤0.01%	2446
2019 Q2	$4K	Hold	158	–	–	﹤0.01%	2446
2019 Q1	$4K	Buy	+158	New	+$3.85K	﹤0.01%	2445
2016 Q4	–	Sell	-2,767	Closed	-$70K	–	1137
2016 Q3	$70K	Buy	+2,767	New	+$69.4K	﹤0.01%	379

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

Carson Wealth (CWM LLC)'s IYLD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2026: 247 shares worth $5.37K. The stake represents ﹤0.01% of the portfolio and ranks #5000 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in IYLD as recently as Q2 2021.

Carson Wealth (CWM LLC) first reported a position in IYLD in Q3 2016 and has held it in 12 quarters since. The position peaked at $70K in Q3 2016. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Carson Wealth (CWM LLC) held 247 shares of iShares Morningstar Multi-Asset Income ETF worth $5.37K as of Q1 2026.
iShares Morningstar Multi-Asset Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5000 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2016 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s iShares Morningstar Multi-Asset Income ETF position peaked at $70K in Q3 2016.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.