Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Cetera Investment Advisers’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 		$506K Buy
23,269
+7,453
+47% +$164K ﹤0.01% 3508
2025
Q4 		$339K Buy
+15,816
New +$337K ﹤0.01% 3795

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers's IYLD Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 47% in Q1 2026, buying an estimated $164K and bringing the position to 23,269 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #3508.

Cetera Investment Advisers first reported a position in IYLD in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • Cetera Investment Advisers held 23,269 shares of iShares Morningstar Multi-Asset Income ETF worth $506K as of Q1 2026.
  • Cetera Investment Advisers bought 7,453 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $164K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3508 holding.
  • Cetera Investment Advisers first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.