First Heartland Consultants’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $273K | Sell |
12,315
-3,600
| -23% | -$79.7K | 0.02% | 498 |
|
|
2026
Q1 | $346K | Sell |
15,915
-490
| -3% | -$10.8K | 0.03% | 365 |
|
|
2025
Q4 | $351K | Hold |
16,405
| – | – | 0.03% | 378 |
|
|
2025
Q3 | $349K | Sell |
16,405
-4,685
| -22% | -$97.7K | 0.03% | 374 |
|
|
2025
Q2 | $438K | Sell |
21,090
-1,988
| -9% | -$40.2K | 0.04% | 299 |
|
|
2025
Q1 | $463K | Sell |
23,078
-1,030
| -4% | -$20.6K | 0.05% | 251 |
|
|
2024
Q4 | $470K | Sell |
24,108
-1,775
| -7% | -$35.8K | 0.05% | 250 |
|
|
2024
Q3 | $535K | Sell |
25,883
-27,547
| -52% | -$557K | 0.06% | 230 |
|
|
2024
Q2 | $1.06K | Sell |
53,430
-2,065
| -4% | -$40.9K | 0.07% | 168 |
|
|
2024
Q1 | $1.11M | Sell |
55,495
-1,800
| -3% | -$35.6K | 0.11% | 153 |
|
|
2023
Q4 | $1.15M | Sell |
57,295
-1,245
| -2% | -$23.8K | 0.14% | 129 |
|
|
2023
Q3 | $1.11M | Sell |
58,540
-950
| -2% | -$18.3K | 0.14% | 138 |
|
|
2023
Q2 | $1.16M | Sell |
59,490
-1,145
| -2% | -$22K | 0.15% | 129 |
|
|
2023
Q1 | $1.17M | Sell |
60,635
-105
| -0.2% | -$2.05K | 0.18% | 120 |
|
|
2022
Q4 | $1.15M | Hold |
60,740
| – | – | 0.19% | 121 |
|
|
2022
Q3 | $1.11K | Hold |
60,740
| – | – | 0.1% | 119 |
|
|
2022
Q2 | $1.2M | Sell |
60,740
-1,107
| -2% | -$23.1K | 0.19% | 104 |
|
|
2022
Q1 | $1.38M | Sell |
61,847
-36
| -0.1% | -$826 | 0.21% | 90 |
|
|
2021
Q4 | $1.49K | Sell |
61,883
-235
| -0.4% | -$5.63K | 0.06% | 88 |
|
|
2021
Q3 | $1.49M | Sell |
62,118
-316
| -0.5% | -$7.66K | 0.23% | 97 |
|
|
2021
Q2 | $1.51M | Sell |
62,434
-11
| -0% | -$263 | 0.23% | 104 |
|
|
2021
Q1 | $1.46M | Sell |
62,445
-5,041
| -7% | -$119K | 0.23% | 101 |
|
|
2020
Q4 | $1.62M | Sell |
67,486
-1,489
| -2% | -$34.6K | 0.27% | 76 |
|
|
2020
Q3 | $1.55M | Sell |
68,975
-269
| -0.4% | -$6.12K | 0.29% | 72 |
|
|
2020
Q2 | $1.54M | Buy |
69,244
+16
| +0% | +$341 | 0.3% | 73 |
|
|
2020
Q1 | $1.39M | Buy |
69,228
+15
| +0% | +$363 | 0.36% | 66 |
|
|
2019
Q4 | $1.77M | Buy |
69,213
+10,904
| +19% | +$274K | 0.35% | 73 |
|
|
2019
Q3 | $1.46M | Sell |
58,309
-224
| -0.4% | -$5.58K | 0.31% | 82 |
|
|
2019
Q2 | $1.47M | Buy |
58,533
+10
| +0% | +$247 | 0.35% | 72 |
|
|
2019
Q1 | $1.45M | Buy |
58,523
+1,356
| +2% | +$33K | 0.41% | 63 |
|
|
2018
Q4 | $1.33M | Sell |
57,167
-4,828
| -8% | -$115K | 0.5% | 57 |
|
|
2018
Q3 | $1.53M | Buy |
61,995
+12
| +0% | +$296 | 0.48% | 60 |
|
|
2018
Q2 | $1.52M | Buy |
61,983
+9,511
| +18% | +$235K | 0.54% | 56 |
|
|
2018
Q1 | $1.31M | Sell |
52,472
-3,839
| -7% | -$96.8K | 0.39% | 72 |
|
|
2017
Q4 | $1.46M | Buy |
56,311
+3,200
| +6% | +$82.1K | 0.44% | 69 |
|
|
2017
Q3 | $1.38M | Sell |
53,111
-129
| -0.2% | -$3.31K | 0.33% | 79 |
|
|
2017
Q2 | $1.36M | Buy |
53,240
+5,341
| +11% | +$136K | 0.35% | 72 |
|
|
2017
Q1 | $1.21M | Buy |
47,899
+4,657
| +11% | +$115K | 0.34% | 81 |
|
|
2016
Q4 | $1.05M | Buy |
43,242
+5,435
| +14% | +$133K | 0.32% | 85 |
|
|
2016
Q3 | $956K | Buy |
37,807
+276
| +0.7% | +$6.92K | 0.28% | 95 |
|
|
2016
Q2 | $933 | Buy |
37,531
+264
| +0.7% | +$6.42K | 0.1% | 88 |
|
|
2016
Q1 | $897K | Buy |
37,267
+277
| +0.7% | +$6.39K | 0.34% | 73 |
|
|
2015
Q4 | $861K | Buy |
36,990
+150
| +0.4% | +$3.56K | 0.33% | 82 |
|
|
2015
Q3 | $867K | Sell |
36,840
-3,237
| -8% | -$78.3K | 0.36% | 74 |
|
|
2015
Q2 | $989 | Buy |
40,077
+11,740
| +41% | +$300K | 0.27% | 70 |
|
|
2015
Q1 | $733K | Buy |
28,337
+5,007
| +21% | +$130K | 0.28% | 108 |
|
|
2014
Q4 | $598K | Buy |
+23,330
| New | +$609K | 0.25% | 115 |
|
Other funds holding IYLD
LA
GBT
FFA
CI
First Heartland Consultants's IYLD Position: Q2 2026 in Review
First Heartland Consultants reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 23% in Q2 2026, selling an estimated $79.7K and leaving 12,315 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #498.
First Heartland Consultants first reported a position in IYLD in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.77M in Q4 2019. 5 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.
- First Heartland Consultants held 12,315 shares of iShares Morningstar Multi-Asset Income ETF worth $273K as of Q2 2026.
- First Heartland Consultants sold 3,600 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $79.7K.
- iShares Morningstar Multi-Asset Income ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #498 holding.
- First Heartland Consultants first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and has held it in 47 quarters since.
- First Heartland Consultants's iShares Morningstar Multi-Asset Income ETF position peaked at $1.77M in Q4 2019.
- 5 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.
Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.