Creekmur Asset Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Creekmur Asset Management’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
2025 Q3	$11.8K	Hold	554	–	–	﹤0.01%	496
2025 Q2	$11.5K	Hold	554	–	–	﹤0.01%	505
2025 Q1	$11.1K	Hold	554	–	–	﹤0.01%	464
2024 Q4	$10.8K	Hold	554	–	–	﹤0.01%	416
2024 Q3	$11.4K	Sell	554 -62	-10%	-$1.25K	﹤0.01%	426
2024 Q2	$12.2K	Sell	616 -33	-5%	-$654	﹤0.01%	468
2024 Q1	$12.9K	Hold	649	–	–	﹤0.01%	449
2023 Q4	$13.1K	Buy	+649	New	+$12.4K	﹤0.01%	494

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

ECA

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creekmur Asset Management's IYLD Position: Q3 2025 in Review

Creekmur Asset Management held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q3 2025 at 554 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Creekmur Asset Management first reported a position in IYLD in Q4 2023 and has held it in 8 quarters since. The position peaked at $13.1K in Q4 2023. 54 funds tracked by Wall St. Rank hold IYLD as of Q3 2025.

Creekmur Asset Management held 554 shares of iShares Morningstar Multi-Asset Income ETF worth $11.8K as of Q3 2025.
Creekmur Asset Management left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q3 2025.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #496 holding.
Creekmur Asset Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares Morningstar Multi-Asset Income ETF position peaked at $13.1K in Q4 2023.
54 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.