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 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 $1.66T AUM 25.57% 1-Year Est. Return

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 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

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

Fidelity Investments's IYLD Position: Q1 2026 in Review

Fidelity Investments opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2026: 1 share worth $22. The stake represents ﹤0.01% of the portfolio and ranks #5354 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in IYLD as recently as Q1 2022.

Fidelity Investments first reported a position in IYLD in Q3 2017 and has held it in 13 quarters since. The position peaked at $221K in Q3 2017. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Fidelity Investments held 1 share of iShares Morningstar Multi-Asset Income ETF worth $22 as of Q1 2026.
iShares Morningstar Multi-Asset Income ETF was a new Fidelity Investments position in Q1 2026.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5354 holding.
Fidelity Investments first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2017 and has held it in 13 quarters since.
Fidelity Investments's iShares Morningstar Multi-Asset Income ETF position peaked at $221K in Q3 2017.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.