Janney Montgomery Scott
IYLD icon

Janney Montgomery Scott’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Janney Montgomery Scott’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 		– Sell
-9,566
Closed -$204K – 2965
2025
Q3 		$204K Buy
+9,566
New +$200K ﹤0.01% 2727
2025
Q2 		– Sell
-10,076
Closed -$202K – 2765
2025
Q1 		$202K Sell
10,076
-2,752
-21% -$55K ﹤0.01% 2533
2024
Q4 		$250K Sell
12,828
-962
-7% -$19.4K ﹤0.01% 2426
2024
Q3 		$285K Buy
+13,790
New +$279K ﹤0.01% 2319
2024
Q2 		– Sell
-15,142
Closed -$302K – 2719
2024
Q1 		$302K Sell
15,142
-398
-3% -$7.86K ﹤0.01% 2341
2023
Q4 		$313K Sell
15,540
-824
-5% -$15.8K ﹤0.01% 2191
2023
Q3 		$312K Sell
16,364
-343
-2% -$6.62K ﹤0.01% 2109
2023
Q2 		$326K Sell
16,707
-777
-4% -$14.9K ﹤0.01% 2172
2023
Q1 		$337K Sell
17,484
-699
-4% -$13.6K ﹤0.01% 1979
2022
Q4 		$345K Sell
18,183
-9,349
-34% -$177K ﹤0.01% 2014
2022
Q3 		$505K Buy
27,532
+7,861
+40% +$156K ﹤0.01% 1693
2022
Q2 		$390K Sell
19,671
-36,382
-65% -$759K ﹤0.01% 1746
2022
Q1 		$1.25M Sell
56,053
-4,249
-7% -$97.5K 0.01% 1135
2021
Q4 		$1.45M Buy
60,302
+35,342
+142% +$847K 0.01% 1141
2021
Q3 		$598K Buy
24,960
+918
+4% +$22.3K ﹤0.01% 1545
2021
Q2 		$581K Sell
24,042
-126,787
-84% -$3.03M ﹤0.01% 1549
2021
Q1 		$3.53M Sell
150,829
-24,127
-14% -$571K 0.02% 668
2020
Q4 		$4.21M Buy
174,956
+114,639
+190% +$2.66M 0.02% 595
2020
Q3 		$1.36M Buy
60,317
+840
+1% +$19.1K 0.01% 965
2020
Q2 		$1.32M Sell
59,477
-84,816
-59% -$1.81M 0.01% 919
2020
Q1 		$2.89M Sell
144,293
-6,203
-4% -$150K 0.02% 568
2019
Q4 		$3.84M Buy
150,496
+1,064
+0.7% +$26.7K 0.03% 551
2019
Q3 		$3.73M Buy
149,432
+99,300
+198% +$2.47M 0.03% 531
2019
Q2 		$1.26M Buy
50,132
+3,582
+8% +$88.4K 0.01% 929
2019
Q1 		$1.15M Sell
46,550
-65,170
-58% -$1.59M 0.01% 947
2018
Q4 		$2.6M Buy
111,720
+36,077
+48% +$861K 0.03% 553
2018
Q3 		$1.87M Buy
75,643
+1,050
+1% +$25.9K 0.02% 725
2018
Q2 		$1.83M Buy
74,593
+497
+0.7% +$12.3K 0.02% 716
2018
Q1 		$1.85M Buy
74,096
+7,322
+11% +$185K 0.02% 687
2017
Q4 		$1.73M Buy
66,774
+364
+0.5% +$9.34K 0.02% 705
2017
Q3 		$1.72M Buy
66,410
+3,377
+5% +$86.5K 0.02% 670
2017
Q2 		$1.61M Buy
63,033
+3,913
+7% +$99.3K 0.02% 660
2017
Q1 		$1.49M Buy
59,120
+6,639
+13% +$165K 0.02% 678
2016
Q4 		$1.28M Buy
52,481
+23,335
+80% +$570K 0.02% 679
2016
Q3 		$737K Buy
+29,146
New +$731K 0.01% 785
2015
Q2 		– Sell
-15,163
Closed -$392K – 2094
2015
Q1 		$392K Hold
15,163
– – 0.01% 1544
2014
Q4 		$388K Sell
15,163
-6,466
-30% -$169K 0.01% 1493
2014
Q3 		$563K Buy
21,629
+11,951
+123% +$317K 0.01% 1183
2014
Q2 		$260K Buy
9,678
+307
+3% +$8.09K 0.01% 1730
2014
Q1 		$244K Buy
+9,371
New +$238K 0.01% 1615

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

Janney Montgomery Scott's IYLD Position: Q4 2025 in Review

Janney Montgomery Scott sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2025, closing a stake of 9,566 shares — an estimated $204K sold.

Janney Montgomery Scott first reported a position in IYLD in Q1 2014 and held it in 40 quarters. The position peaked at $4.21M in Q4 2020. 53 funds tracked by Wall St. Rank hold IYLD as of Q4 2025.

  • Janney Montgomery Scott reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,566 iShares Morningstar Multi-Asset Income ETF shares in Q4 2025, an estimated $204K.
  • Janney Montgomery Scott first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2014 and held it in 40 quarters.
  • Janney Montgomery Scott's iShares Morningstar Multi-Asset Income ETF position peaked at $4.21M in Q4 2020.
  • 53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.