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IFP Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

IFP Advisors’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 		$71.5K Sell
3,290
-816
-20% -$17.9K ﹤0.01% 2050
2025
Q4 		$88K Hold
4,106
– – ﹤0.01% 1876
2025
Q3 		$87.4K Buy
4,106
+3,705
+924% +$77.3K ﹤0.01% 1767
2025
Q2 		$8.32K Hold
401
– – ﹤0.01% 3031
2025
Q1 		$8.05K Hold
401
– – ﹤0.01% 2653
2024
Q4 		$7.81K Hold
401
– – ﹤0.01% 2629
2024
Q3 		$8.29K Hold
401
– – ﹤0.01% 2501
2024
Q2 		$7.96K Hold
401
– – ﹤0.01% 2420
2024
Q1 		$7.99K Hold
401
– – ﹤0.01% 2316
2023
Q4 		$8.07K Hold
401
– – ﹤0.01% 2264
2023
Q3 		$7.63K Sell
401
-341
-46% -$6.58K ﹤0.01% 2362
2023
Q2 		$14.5K Buy
742
+313
+73% +$6.01K ﹤0.01% 2160
2023
Q1 		$10.6K Sell
429
-39,342
-99% -$767K ﹤0.01% 2259
2022
Q4 		$985K Sell
39,771
-3,989
-9% -$75.3K 0.03% 627
2022
Q3 		$1.08M Sell
43,760
-150
-0.3% -$2.97K 0.03% 614
2022
Q2 		$1.09M Hold
43,910
– – 0.03% 556
2022
Q1 		$1.09M Buy
43,910
+41,088
+1,456% +$942K 0.03% 556
2021
Q4 		$75K Buy
2,822
+14
+0.5% +$335 ﹤0.01% 1384
2021
Q3 		$75K Sell
2,808
-566
-17% -$13.7K ﹤0.01% 1418
2021
Q2 		$81K Sell
3,374
-6
-0.2% -$143 ﹤0.01% 1327
2021
Q1 		$80K Sell
3,380
-279
-8% -$6.6K ﹤0.01% 1261
2020
Q4 		$87K Sell
3,659
-469
-11% -$10.9K ﹤0.01% 1197
2020
Q3 		$93K Sell
4,128
-8,843
-68% -$201K 0.01% 1031
2020
Q2 		$288K Sell
12,971
-62,649
-83% -$1.33M 0.02% 549
2020
Q1 		$1.55M Buy
75,620
+7,098
+10% +$172K 0.16% 144
2019
Q4 		$1.75M Sell
68,522
-61,394
-47% -$1.54M 0.13% 188
2019
Q3 		$3.24M Buy
+129,916
New +$3.23M 0.22% 105
2019
Q1 		$7.41M Sell
300,027
-135,212
-31% -$3.29M 1.01% 14
2018
Q4 		$10.1M Sell
435,239
-145,141
-25% -$3.47M 0.62% 22
2018
Q3 		$14.4M Buy
580,380
+43,109
+8% +$1.06M 0.59% 20
2018
Q2 		$13.2M Buy
537,271
+370,197
+222% +$9.15M 0.55% 22
2018
Q1 		$4.32M Hold
167,074
– – 0.2% 115
2017
Q4 		$4.32M Buy
167,074
+14,827
+10% +$380K 0.2% 115
2017
Q3 		$3.94M Buy
152,247
+16,686
+12% +$427K 0.16% 148
2017
Q2 		$3.47M Buy
135,561
+55,987
+70% +$1.42M 0.15% 156
2017
Q1 		$2M Buy
79,574
+37,647
+90% +$933K 0.09% 252
2016
Q4 		$1.02M Buy
41,927
+617
+1% +$15.1K 0.05% 374
2016
Q3 		$1.04M Sell
41,310
-1,897
-4% -$47.5K 0.05% 352
2016
Q2 		$1.07M Sell
43,207
-256,820
-86% -$6.24M 0.06% 336
2016
Q1 		$7.41M Buy
300,027
+253,208
+541% +$5.84M 1.01% 14
2015
Q4 		$1.09M Buy
+46,819
New +$1.11M 0.07% 289

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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's IYLD Position: Q1 2026 in Review

IFP Advisors reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 20% in Q1 2026, selling an estimated $17.9K and leaving 3,290 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

IFP Advisors first reported a position in IYLD in Q4 2015 and has held it in 41 quarters since. The position peaked at $14.4M in Q3 2018. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • IFP Advisors held 3,290 shares of iShares Morningstar Multi-Asset Income ETF worth $71.5K as of Q1 2026.
  • IFP Advisors sold 816 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $17.9K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2050 holding.
  • IFP Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2015 and has held it in 41 quarters since.
  • IFP Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $14.4M in Q3 2018.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.