Commonwealth Equity Services
IYLD icon

Commonwealth Equity Services’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Commonwealth Equity Services’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 		$886K Sell
40,758
-368
-0.9% -$8.1K ﹤0.01% 2713
2025
Q4 		$881K Buy
41,126
+244
+0.6% +$5.21K ﹤0.01% 2692
2025
Q3 		$870K Buy
40,882
+3,817
+10% +$79.6K ﹤0.01% 2710
2025
Q2 		$769K Buy
37,065
+91
+0.2% +$1.84K ﹤0.01% 2794
2025
Q1 		$742K Sell
36,974
-331
-0.9% -$6.61K ﹤0.01% 2708
2024
Q4 		$727K Buy
37,305
+13,537
+57% +$273K ﹤0.01% 2658
2024
Q3 		$491K Buy
23,768
+2,201
+10% +$44.5K ﹤0.01% 2909
2024
Q2 		$428K Buy
21,567
+2,893
+15% +$57.4K ﹤0.01% 2968
2024
Q1 		$372K Sell
18,674
-31,741
-63% -$627K ﹤0.01% 3076
2023
Q4 		$1.01M Buy
50,415
+31,325
+164% +$600K ﹤0.01% 2170
2023
Q3 		$363K Buy
19,090
+3,581
+23% +$69.1K ﹤0.01% 2863
2023
Q2 		$303K Sell
15,509
-3,050
-16% -$58.6K ﹤0.01% 3053
2023
Q1 		$357 Buy
18,559
+419
+2% +$8.17K ﹤0.01% 2821
2022
Q4 		$344K Sell
18,140
-3,471
-16% -$65.6K ﹤0.01% 2766
2022
Q3 		$396K Sell
21,611
-2,707
-11% -$53.6K ﹤0.01% 2597
2022
Q2 		$482K Sell
24,318
-2,231
-8% -$46.5K ﹤0.01% 2427
2022
Q1 		$593K Sell
26,549
-885
-3% -$20.3K ﹤0.01% 2387
2021
Q4 		$659K Buy
27,434
+2,956
+12% +$70.8K ﹤0.01% 2296
2021
Q3 		$586K Buy
24,478
+1,200
+5% +$29.1K ﹤0.01% 2357
2021
Q2 		$562K Buy
23,278
+2,679
+13% +$64K ﹤0.01% 2373
2021
Q1 		$482K Buy
20,599
+1,287
+7% +$30.5K ﹤0.01% 2358
2020
Q4 		$464K Buy
19,312
+1,640
+9% +$38.1K ﹤0.01% 2200
2020
Q3 		$398K Sell
17,672
-2,101
-11% -$47.8K ﹤0.01% 2133
2020
Q2 		$438K Sell
19,773
-34,938
-64% -$744K ﹤0.01% 1980
2020
Q1 		$1.09M Sell
54,711
-2,525
-4% -$61K 0.01% 1215
2019
Q4 		$1.46M Buy
57,236
+839
+1% +$21.1K 0.01% 1207
2019
Q3 		$1.41M Buy
56,397
+10,197
+22% +$254K 0.01% 1163
2019
Q2 		$1.16M Buy
46,200
+2,811
+6% +$69.4K 0.01% 1263
2019
Q1 		$1.07M Buy
43,389
+167
+0.4% +$4.07K ﹤0.01% 1262
2018
Q4 		$1.01M Sell
43,222
-2,857
-6% -$68.2K 0.01% 1196
2018
Q3 		$1.14M Buy
46,079
+488
+1% +$12K 0.01% 1228
2018
Q2 		$1.12M Sell
45,591
-46
-0.1% -$1.14K 0.01% 1223
2018
Q1 		$1.14M Buy
45,637
+643
+1% +$16.2K 0.01% 1181
2017
Q4 		$1.16M Sell
44,994
-373
-0.8% -$9.57K 0.01% 1143
2017
Q3 		$1.17M Buy
45,367
+2,048
+5% +$52.5K 0.01% 1104
2017
Q2 		$1.11M Buy
43,319
+1,487
+4% +$37.7K 0.01% 1092
2017
Q1 		$1.05M Buy
41,832
+2,922
+8% +$72.4K 0.01% 1094
2016
Q4 		$946K Buy
38,910
+2,379
+7% +$58.1K 0.01% 1068
2016
Q3 		$924K Buy
36,531
+3,571
+11% +$89.5K 0.01% 1049
2016
Q2 		$820K Sell
32,960
-1,536
-4% -$37.3K 0.01% 1085
2016
Q1 		$831K Sell
34,496
-5,527
-14% -$128K 0.01% 1045
2015
Q4 		$931K Sell
40,023
-930
-2% -$22K 0.01% 968
2015
Q3 		$964K Buy
40,953
+914
+2% +$22.1K 0.01% 914
2015
Q2 		$988K Sell
40,039
-4,859
-11% -$124K 0.01% 964
2015
Q1 		$1.16M Buy
44,898
+30,856
+220% +$800K 0.01% 872
2014
Q4 		$360K Buy
+14,042
New +$366K ﹤0.01% 1452

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

Commonwealth Equity Services's IYLD Position: Q1 2026 in Review

Commonwealth Equity Services reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 0.89% in Q1 2026, selling an estimated $8.1K and leaving 40,758 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

Commonwealth Equity Services first reported a position in IYLD in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.46M in Q4 2019. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • Commonwealth Equity Services held 40,758 shares of iShares Morningstar Multi-Asset Income ETF worth $886K as of Q1 2026.
  • Commonwealth Equity Services sold 368 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $8.1K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2713 holding.
  • Commonwealth Equity Services first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and has held it in 46 quarters since.
  • Commonwealth Equity Services's iShares Morningstar Multi-Asset Income ETF position peaked at $1.46M in Q4 2019.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.