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IHT Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-12,065
Closed -$262K – 1312
2026
Q1 		$262K Sell
12,065
-917
-7% -$20.2K 0.01% 1057
2025
Q4 		$278K Buy
12,982
+690
+6% +$14.7K 0.01% 987
2025
Q3 		$262K Hold
12,292
– – 0.01% 993
2025
Q2 		$255K Sell
12,292
-401
-3% -$8.11K 0.01% 963
2025
Q1 		$255K Sell
12,693
-942
-7% -$18.8K 0.01% 924
2024
Q4 		$266K Sell
13,635
-11,091
-45% -$224K 0.01% 899
2024
Q3 		$511K Buy
24,726
+11,279
+84% +$228K 0.01% 718
2024
Q2 		$267K Hold
13,447
– – 0.01% 837
2024
Q1 		$268K Buy
13,447
+1,215
+10% +$24K 0.01% 835
2023
Q4 		$246K Buy
12,232
+328
+3% +$6.28K 0.01% 840
2023
Q3 		$227K Sell
11,904
-164
-1% -$3.17K 0.01% 835
2023
Q2 		$236K Buy
12,068
+491
+4% +$9.43K 0.01% 811
2023
Q1 		$223K Buy
11,577
+1,123
+11% +$21.9K 0.01% 810
2022
Q4 		$198K Sell
10,454
-300
-3% -$5.67K 0.01% 823
2022
Q3 		$197K Buy
+10,754
New +$213K 0.02% 780

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

IHT Wealth Management's IYLD Position: Q2 2026 in Review

IHT Wealth Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2026, closing a stake of 12,065 shares — an estimated $262K sold.

IHT Wealth Management first reported a position in IYLD in Q3 2022 and held it in 15 quarters. The position peaked at $511K in Q3 2024. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • IHT Wealth Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 12,065 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $262K.
  • IHT Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2022 and held it in 15 quarters.
  • IHT Wealth Management's iShares Morningstar Multi-Asset Income ETF position peaked at $511K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.