Founders Financial Alliance’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Founders Financial Alliance’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	$5.43K	Hold	250	–	–	﹤0.01%	676
2025 Q4	$5.36K	Hold	250	–	–	﹤0.01%	547
2025 Q3	$5.32K	Sell	250 -150	-38%	-$3.13K	﹤0.01%	649
2025 Q2	$8.3K	Hold	400	–	–	﹤0.01%	471
2025 Q1	$8.03K	Hold	400	–	–	﹤0.01%	538
2024 Q4	$7.79K	Hold	400	–	–	﹤0.01%	497
2024 Q3	$8.26K	Hold	400	–	–	﹤0.01%	499
2024 Q2	$7.94K	Hold	400	–	–	﹤0.01%	483
2024 Q1	$7.97K	Hold	400	–	–	﹤0.01%	488
2023 Q4	$8.05K	Sell	400 -250	-38%	-$4.79K	﹤0.01%	442
2023 Q3	$12.4K	Hold	650	–	–	0.01%	405
2023 Q2	$12.7K	Sell	650 -1,036	-61%	-$19.9K	0.01%	438
2023 Q1	$32.5K	Hold	1,686	–	–	0.02%	337
2022 Q4	$32K	Sell	1,686 -25	-1%	-$472	0.01%	364
2022 Q3	$31K	Sell	1,711 -1,440	-46%	-$28.5K	0.02%	360
2022 Q2	$62K	Sell	3,151 -30	-0.9%	-$626	0.03%	311
2022 Q1	$71K	Hold	3,181	–	–	0.03%	289
2021 Q4	$76K	Sell	3,181 -20	-0.6%	-$479	0.03%	322
2021 Q3	$77K	Hold	3,201	–	–	0.04%	300
2021 Q2	$78K	Sell	3,201 -30	-0.9%	-$717	0.04%	313
2021 Q1	$76K	Sell	3,231 -30	-0.9%	-$710	0.04%	299
2020 Q4	$78K	Hold	3,261	–	–	0.04%	263
2020 Q3	$75K	Buy	+3,261	New	+$74.2K	0.04%	312

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

Founders Financial Alliance's IYLD Position: Q1 2026 in Review

Founders Financial Alliance held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q1 2026 at 250 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Founders Financial Alliance first reported a position in IYLD in Q3 2020 and has held it in 23 quarters since. The position peaked at $78K in Q2 2021. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Founders Financial Alliance held 250 shares of iShares Morningstar Multi-Asset Income ETF worth $5.43K as of Q1 2026.
Founders Financial Alliance left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q1 2026.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #676 holding.
Founders Financial Alliance first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2020 and has held it in 23 quarters since.
Founders Financial Alliance's iShares Morningstar Multi-Asset Income ETF position peaked at $78K in Q2 2021.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.