Jeff Yass’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Jeff Yass’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	$1.36M	Buy	61,455 +24,027	+64%	+$532K	﹤0.01%	7406
2026 Q1	$813K	Buy	+37,428	New	+$823K	﹤0.01%	8434
2025 Q4	–	Sell	-16,614	Closed	-$354K	–	12977
2025 Q3	$354K	Buy	+16,614	New	+$347K	﹤0.01%	9737
2025 Q1	–	Sell	-16,357	Closed	-$319K	–	12973
2024 Q4	$319K	Sell	16,357 -9,331	-36%	-$188K	﹤0.01%	9712
2024 Q3	$531K	Buy	25,688 +15,397	+150%	+$311K	﹤0.01%	8315
2024 Q2	$204K	Sell	10,291 -3,226	-24%	-$64K	﹤0.01%	10316
2024 Q1	$269K	Sell	13,517 -22,969	-63%	-$454K	﹤0.01%	9949
2023 Q4	$734K	Sell	36,486 -6,107	-14%	-$117K	﹤0.01%	7747
2023 Q3	$811K	Buy	42,593 +29,853	+234%	+$576K	﹤0.01%	7118
2023 Q2	$249K	Sell	12,740 -7,096	-36%	-$136K	﹤0.01%	9822
2023 Q1	$382K	Sell	19,836 -21,642	-52%	-$422K	﹤0.01%	9193
2022 Q4	$787K	Buy	+41,478	New	+$783K	﹤0.01%	6710
2022 Q3	–	Sell	-13,038	Closed	-$259K	–	13661
2022 Q2	$259K	Sell	13,038 -13,956	-52%	-$291K	﹤0.01%	9953
2022 Q1	$604K	Buy	26,994 +13,323	+97%	+$306K	﹤0.01%	8474
2021 Q4	$329K	Buy	+13,671	New	+$328K	﹤0.01%	10252
2021 Q2	–	Sell	-41,588	Closed	-$975K	–	12915
2021 Q1	$975K	Sell	41,588 -6,001	-13%	-$142K	﹤0.01%	7808
2020 Q4	$1.15M	Buy	47,589 +22,381	+89%	+$519K	﹤0.01%	6400
2020 Q3	$568K	Sell	25,208 -15,525	-38%	-$353K	﹤0.01%	7408
2020 Q2	$904K	Sell	40,733 -71,250	-64%	-$1.52M	﹤0.01%	6150
2020 Q1	$2.24M	Buy	111,983 +79,005	+240%	+$1.91M	﹤0.01%	3776
2019 Q4	$842K	Buy	+32,978	New	+$829K	﹤0.01%	5869
2019 Q3	–	Sell	-39,941	Closed	-$1M	–	10497
2019 Q2	$1M	Buy	+39,941	New	+$986K	﹤0.01%	5651
2018 Q4	–	Sell	-34,272	Closed	-$848K	–	9445
2018 Q3	$848K	Buy	34,272 +26,045	+317%	+$642K	﹤0.01%	5551
2018 Q2	$202K	Sell	8,227 -6,816	-45%	-$168K	﹤0.01%	8598
2018 Q1	$376K	Buy	+15,043	New	+$379K	﹤0.01%	7213
2017 Q2	–	Sell	-18,285	Closed	-$460K	–	9508
2017 Q1	$460K	Buy	18,285 +4,313	+31%	+$107K	﹤0.01%	6634
2016 Q4	$340K	Buy	+13,972	New	+$341K	﹤0.01%	7745
2015 Q4	–	Sell	-38,775	Closed	-$913K	–	9679
2015 Q3	$913K	Buy	+38,775	New	+$938K	﹤0.01%	5946

Other funds holding IYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeff Yass's IYLD Position: Q2 2026 in Review

Jeff Yass increased its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 64% in Q2 2026, buying an estimated $532K and bringing the position to 61,455 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #7406.

Jeff Yass first reported a position in IYLD in Q3 2015 and has held it in 28 quarters since. The position peaked at $2.24M in Q1 2020. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

Jeff Yass held 61,455 shares of iShares Morningstar Multi-Asset Income ETF worth $1.36M as of Q2 2026.
Jeff Yass bought 24,027 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $532K.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7406 holding.
Jeff Yass first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2015 and has held it in 28 quarters since.
Jeff Yass's iShares Morningstar Multi-Asset Income ETF position peaked at $2.24M in Q1 2020.
47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.