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Global Retirement Partners’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Global Retirement Partners’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
2025
Q4 		$133K Buy
+6,232
New +$133K ﹤0.01% 1721
2024
Q2 		– Sell
-12,252
Closed -$244K – 3595
2024
Q1 		$244K Hold
12,252
– – 0.01% 724
2023
Q4 		$241K Hold
12,252
– – 0.01% 684
2023
Q3 		$227K Sell
12,252
-1,326
-10% -$25.6K 0.01% 629
2023
Q2 		$265K Buy
13,578
+7
+0.1% +$134 0.01% 597
2023
Q1 		$259K Buy
13,571
+14
+0.1% +$273 0.01% 581
2022
Q4 		$257K Buy
13,557
+22
+0.2% +$416 0.02% 523
2022
Q3 		$249K Buy
13,535
+2,922
+28% +$57.8K 0.02% 506
2022
Q2 		$210K Buy
10,613
+152
+1% +$3.17K 0.02% 541
2022
Q1 		$219K Buy
10,461
+10
+0.1% +$229 0.02% 535
2021
Q4 		$251K Buy
10,451
+14
+0.1% +$335 0.19% 44
2021
Q3 		$250K Sell
10,437
-31
-0.3% -$752 0.02% 427
2021
Q2 		$253K Sell
10,468
-101
-1% -$2.41K 0.03% 415
2021
Q1 		$248K Sell
10,569
-3,722
-26% -$88.1K 0.03% 380
2020
Q4 		$344K Sell
14,291
-5,376
-27% -$125K 0.04% 298
2020
Q3 		$443K Sell
19,667
-426
-2% -$9.69K 0.06% 241
2020
Q2 		$446K Sell
20,093
-698
-3% -$14.9K 0.07% 239
2020
Q1 		$416K Sell
20,791
-472
-2% -$11.4K 0.08% 215
2019
Q4 		$543K Sell
21,263
-116
-0.5% -$2.92K 0.08% 219
2019
Q3 		$534K Sell
21,379
-178
-0.8% -$4.43K 0.09% 207
2019
Q2 		$542K Buy
21,557
+3,560
+20% +$87.8K 0.1% 173
2019
Q1 		$445K Sell
17,997
-1,000
-5% -$24.4K 0.11% 170
2018
Q4 		$442K Buy
+18,997
New +$454K 0.11% 179

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Global Retirement Partners's IYLD Position: Q4 2025 in Review

Global Retirement Partners opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2025: 6,232 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #1721 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IYLD as recently as Q1 2024.

Global Retirement Partners first reported a position in IYLD in Q4 2018 and has held it in 23 quarters since. The position peaked at $543K in Q4 2019. 53 funds tracked by Wall St. Rank hold IYLD as of Q4 2025.

  • Global Retirement Partners held 6,232 shares of iShares Morningstar Multi-Asset Income ETF worth $133K as of Q4 2025.
  • iShares Morningstar Multi-Asset Income ETF was a new Global Retirement Partners position in Q4 2025.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1721 holding.
  • Global Retirement Partners first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2018 and has held it in 23 quarters since.
  • Global Retirement Partners's iShares Morningstar Multi-Asset Income ETF position peaked at $543K in Q4 2019.
  • 53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.