FFA
IYLD icon

Farther Finance Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Farther Finance Advisors’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 		$83.3K Sell
3,762
-255
-6% -$5.64K ﹤0.01% 2852
2026
Q1 		$87.7K Buy
4,017
+1
+0% +$22 ﹤0.01% 2602
2025
Q4 		$86K Sell
4,016
-16
-0.4% -$341 ﹤0.01% 2442
2025
Q3 		$85.8K Sell
4,032
-35
-0.9% -$730 ﹤0.01% 2122
2025
Q2 		$84.4K Buy
4,067
+37
+0.9% +$748 ﹤0.01% 1849
2025
Q1 		$81.2K Buy
4,030
+187
+5% +$3.73K ﹤0.01% 1649
2024
Q4 		$74.9K Sell
3,843
-4,485
-54% -$90.5K ﹤0.01% 1445
2024
Q3 		$172K Buy
8,328
+11
+0.1% +$223 0.01% 1050
2024
Q2 		$165K Sell
8,317
-754
-8% -$15K 0.01% 920
2024
Q1 		$180K Sell
9,071
-12,372
-58% -$244K 0.01% 721
2023
Q4 		$431K Buy
+21,443
New +$411K 0.03% 381

Other funds holding IYLD

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Farther Finance Advisors's IYLD Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 6.3% in Q2 2026, selling an estimated $5.64K and leaving 3,762 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

Farther Finance Advisors first reported a position in IYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $431K in Q4 2023. 7 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • Farther Finance Advisors held 3,762 shares of iShares Morningstar Multi-Asset Income ETF worth $83.3K as of Q2 2026.
  • Farther Finance Advisors sold 255 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $5.64K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2852 holding.
  • Farther Finance Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $431K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.