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 Q2	$298K	Sell	13,446 -9,823	-42%	-$217K	﹤0.01%	4157
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers's IYLD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 42% in Q2 2026, selling an estimated $217K and leaving 13,446 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #4157.

Cetera Investment Advisers first reported a position in IYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $506K in Q1 2026. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

Cetera Investment Advisers held 13,446 shares of iShares Morningstar Multi-Asset Income ETF worth $298K as of Q2 2026.
Cetera Investment Advisers sold 9,823 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $217K.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4157 holding.
Cetera Investment Advisers first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2025 and has held it in 3 quarters since.
Cetera Investment Advisers's iShares Morningstar Multi-Asset Income ETF position peaked at $506K in Q1 2026.
47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.