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

Harbour 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	$8.15K	Hold	375	–	–	﹤0.01%	3367
2025 Q4	$8.03K	Hold	375	–	–	﹤0.01%	2846
2025 Q3	$7.98K	Hold	375	–	–	﹤0.01%	2794
2025 Q2	$7.78K	Hold	375	–	–	﹤0.01%	2684
2025 Q1	$7.53K	Sell	375 -485	-56%	-$9.68K	﹤0.01%	2650
2024 Q4	$16.8K	Sell	860 -1,396	-62%	-$28.2K	﹤0.01%	2207
2024 Q3	$46.6K	Hold	2,256	–	–	﹤0.01%	1695
2024 Q2	$44.8K	Sell	2,256 -446	-17%	-$8.84K	﹤0.01%	1612
2024 Q1	$53.9K	Hold	2,702	–	–	﹤0.01%	1488
2023 Q4	$54.4K	Hold	2,702	–	–	﹤0.01%	1425
2023 Q3	$51.5K	Hold	2,702	–	–	﹤0.01%	1339
2023 Q2	$52.7K	Hold	2,702	–	–	﹤0.01%	1343
2023 Q1	$52K	Buy	2,702 +1,638	+154%	+$31.9K	﹤0.01%	1343
2022 Q4	$20.2K	Hold	1,064	–	–	﹤0.01%	1671
2022 Q3	$21K	Hold	1,064	–	–	﹤0.01%	1623
2022 Q2	$21K	Buy	+1,064	New	+$22.2K	﹤0.01%	1623
2021 Q4	$17K	Sell	694 -2,246	-76%	-$53.8K	﹤0.01%	1731
2021 Q3	$70K	Hold	2,940	–	–	﹤0.01%	1565
2021 Q2	$71K	Hold	2,940	–	–	﹤0.01%	1596
2021 Q1	$69K	Buy	+2,940	New	+$69.6K	﹤0.01%	1494

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

Harbour Investments's IYLD Position: Q1 2026 in Review

Harbour Investments held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q1 2026 at 375 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3367.

Harbour Investments first reported a position in IYLD in Q1 2021 and has held it in 20 quarters since. The position peaked at $71K in Q2 2021. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Harbour Investments held 375 shares of iShares Morningstar Multi-Asset Income ETF worth $8.15K as of Q1 2026.
Harbour Investments 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 Harbour Investments's portfolio in Q1 2026, its #3367 holding.
Harbour Investments first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's iShares Morningstar Multi-Asset Income ETF position peaked at $71K in Q2 2021.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

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