Jones Financial Companies
IYLD icon

Jones Financial Companies’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Jones Financial Companies’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 		$453K Buy
21,124
+14,395
+214% +$317K ﹤0.01% 2095
2025
Q4 		$144K Sell
6,729
-235
-3% -$5.01K ﹤0.01% 2057
2025
Q3 		$148K Buy
6,964
+954
+16% +$19.9K ﹤0.01% 1907
2025
Q2 		$124K Buy
6,010
+146
+2% +$2.95K ﹤0.01% 1848
2025
Q1 		$118K Buy
5,864
+2,372
+68% +$47.4K ﹤0.01% 1706
2024
Q4 		$68K Buy
3,492
+3,049
+688% +$61.5K ﹤0.01% 1770
2024
Q3 		$9.18K Buy
+443
New +$8.96K ﹤0.01% 2239

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

Jones Financial Companies's IYLD Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 214% in Q1 2026, buying an estimated $317K and bringing the position to 21,124 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Jones Financial Companies first reported a position in IYLD in Q3 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • Jones Financial Companies held 21,124 shares of iShares Morningstar Multi-Asset Income ETF worth $453K as of Q1 2026.
  • Jones Financial Companies bought 14,395 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $317K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2095 holding.
  • Jones Financial Companies first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.