CX Institutional
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CX Institutional’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

CX Institutional’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
Q3 		$19K Buy
881
+1
+0.1% +$22 ﹤0.01% 1247
2026
Q2 		$19K Sell
880
-19
-2% -$420 ﹤0.01% 1184
2026
Q1 		$20K Sell
899
-45
-5% -$990 ﹤0.01% 1133
2025
Q4 		$20K Sell
944
-7
-0.7% -$149 ﹤0.01% 1106
2025
Q3 		$20K Sell
951
-22
-2% -$459 ﹤0.01% 1104
2025
Q2 		$20K Sell
973
-53
-5% -$1.07K ﹤0.01% 963
2025
Q1 		$21K Buy
+1,026
New +$20.5K ﹤0.01% 938
2022
Q4 		– Sell
-13,677
Closed -$251K – 537
2022
Q3 		$251K Buy
13,677
+2,870
+27% +$56.8K 0.02% 412
2022
Q2 		$215K Sell
10,807
-554
-5% -$11.6K 0.02% 428
2022
Q1 		$254K Sell
11,361
-79,453
-87% -$1.82M 0.02% 331
2021
Q4 		$2.18M Buy
90,814
+44,746
+97% +$1.07M 0.17% 150
2021
Q3 		$1.1M Buy
46,068
+36,205
+367% +$878K 0.09% 203
2021
Q2 		$238K Buy
9,863
+368
+4% +$8.79K 0.02% 322
2021
Q1 		$223K Sell
9,495
-13,370
-58% -$316K 0.02% 298
2020
Q4 		$551K Sell
22,865
-1,781
-7% -$41.3K 0.05% 230
2020
Q3 		$556K Buy
24,646
+3,342
+16% +$76K 0.06% 198
2020
Q2 		$473K Buy
21,304
+2,425
+13% +$51.7K 0.06% 198
2020
Q1 		$378K Buy
18,879
+4,595
+32% +$111K 0.06% 192
2019
Q4 		$365K Sell
14,284
-68
-0.5% -$1.71K 0.06% 164
2019
Q3 		$358K Buy
14,352
+509
+4% +$12.7K 0.06% 181
2019
Q2 		$348K Buy
13,843
+6,835
+98% +$169K 0.06% 178
2019
Q1 		$173K Buy
7,008
+5,152
+278% +$126K 0.03% 223
2018
Q4 		$43K Sell
1,856
-2,084
-53% -$49.8K 0.01% 269
2018
Q3 		$97K Buy
3,940
+2,641
+203% +$65.1K 0.03% 144
2018
Q2 		$32K Buy
+1,299
New +$32.1K 0.01% 177

Other funds holding IYLD

First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Worth Financial Advisory Group
Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Grove Bank & Trust
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CX Institutional's IYLD Position: Q3 2026 in Review

CX Institutional increased its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 0.11% in Q3 2026, buying an estimated $22 and bringing the position to 881 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

CX Institutional first reported a position in IYLD in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.18M in Q4 2021. 9 funds tracked by Wall St. Rank hold IYLD as of Q3 2026.

  • CX Institutional held 881 shares of iShares Morningstar Multi-Asset Income ETF worth $19K as of Q3 2026.
  • CX Institutional bought 1 iShares Morningstar Multi-Asset Income ETF share in Q3 2026, an estimated $22.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1247 holding.
  • CX Institutional first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2018 and has held it in 25 quarters since.
  • CX Institutional's iShares Morningstar Multi-Asset Income ETF position peaked at $2.18M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.