Fidelity Investments’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Fidelity Investments’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	$22	Hold	1	–	–	﹤0.01%	5502
2026 Q1	$22	Buy	+1	New	+$22	﹤0.01%	5354
2022 Q2	–	Sell	-6	Closed	–	–	5218
2022 Q1	$0	Buy	6 +3	+100%	+$69	﹤0.01%	5235
2021 Q4	$0	Buy	+3	New	+$72	﹤0.01%	4665
2021 Q1	–	Sell	-2	Closed	–	–	4274
2020 Q4	$0	Buy	+2	New	+$46	﹤0.01%	4081
2020 Q3	–	Sell	-2	Closed	–	–	3846
2020 Q2	$0	Sell	2 -1	-33%	-$21	﹤0.01%	3900
2020 Q1	$0	Sell	3 -349	-99%	-$8.44K	﹤0.01%	3959
2019 Q4	$9K	Hold	352	–	–	﹤0.01%	3290
2019 Q3	$9K	Hold	352	–	–	﹤0.01%	3261
2019 Q2	$9K	Hold	352	–	–	﹤0.01%	3253
2019 Q1	$9K	Sell	352 -2	-0.6%	-$49	﹤0.01%	3144
2018 Q4	$8K	Sell	354 -2,137	-86%	-$51K	﹤0.01%	3085
2018 Q3	$62K	Buy	+2,491	New	+$61.4K	﹤0.01%	2788
2017 Q4	–	Sell	-8,548	Closed	-$221K	–	2672
2017 Q3	$221K	Buy	+8,548	New	+$219K	﹤0.01%	2561

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

Fidelity Investments's IYLD Position: Q2 2026 in Review

Fidelity Investments held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q2 2026 at 1 share worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #5502.

Fidelity Investments first reported a position in IYLD in Q3 2017 and has held it in 14 quarters since. The position peaked at $221K in Q3 2017. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

Fidelity Investments held 1 share of iShares Morningstar Multi-Asset Income ETF worth $22 as of Q2 2026.
Fidelity Investments left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q2 2026.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5502 holding.
Fidelity Investments first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2017 and has held it in 14 quarters since.
Fidelity Investments's iShares Morningstar Multi-Asset Income ETF position peaked at $221K in Q3 2017.
47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.