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 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 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

IHT Wealth Management's IYLD Position: Q1 2026 in Review

IHT Wealth Management reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 7.1% in Q1 2026, selling an estimated $20.2K and leaving 12,065 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1057.

IHT Wealth Management first reported a position in IYLD in Q3 2022 and has held it in 15 quarters since. The position peaked at $511K in Q3 2024. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

IHT Wealth Management held 12,065 shares of iShares Morningstar Multi-Asset Income ETF worth $262K as of Q1 2026.
IHT Wealth Management sold 917 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $20.2K.
iShares Morningstar Multi-Asset Income ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1057 holding.
IHT Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2022 and has held it in 15 quarters since.
IHT Wealth Management's iShares Morningstar Multi-Asset Income ETF position peaked at $511K in Q3 2024.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.