Kestra Advisory Services’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Kestra Advisory Services’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	$2.66M	Buy	122,463 +65,721	+116%	+$1.45M	0.01%	1131
2025 Q4	$1.22M	Sell	56,742 -2,403	-4%	-$51.3K	0.01%	1517
2025 Q3	$1.26M	Sell	59,145 -126,504	-68%	-$2.64M	0.01%	1437
2025 Q2	$3.85M	Buy	185,649 +112,075	+152%	+$2.27M	0.02%	759
2025 Q1	$1.48M	Sell	73,574 -163,616	-69%	-$3.27M	0.01%	1143
2024 Q4	$4.62M	Buy	237,190 +167,496	+240%	+$3.38M	0.03%	608
2024 Q3	$1.44M	Sell	69,694 -144,348	-67%	-$2.92M	0.01%	1130
2024 Q2	$4.25M	Buy	214,042 +129,729	+154%	+$2.57M	0.02%	650
2024 Q1	$1.68M	Buy	84,313 +51,657	+158%	+$1.02M	0.01%	962
2023 Q4	$657K	Buy	32,656 +17,449	+115%	+$334K	0.01%	1358
2023 Q3	$290K	Buy	15,207 +864	+6%	+$16.7K	﹤0.01%	1680
2023 Q2	$280K	Buy	14,343 +734	+5%	+$14.1K	﹤0.01%	1670
2023 Q1	$262K	Buy	13,609 +3	+0%	+$58	﹤0.01%	1657
2022 Q4	$258K	Buy	+13,606	New	+$257K	﹤0.01%	1841
2021 Q1	–	Sell	-54,740	Closed	-$1.31M	–	1952
2020 Q4	$1.31M	Buy	+54,740	New	+$1.27M	0.02%	748

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kestra Advisory Services's IYLD Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 116% in Q1 2026, buying an estimated $1.45M and bringing the position to 122,463 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #1131.

Kestra Advisory Services first reported a position in IYLD in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.62M in Q4 2024. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Kestra Advisory Services held 122,463 shares of iShares Morningstar Multi-Asset Income ETF worth $2.66M as of Q1 2026.
Kestra Advisory Services bought 65,721 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $1.45M.
iShares Morningstar Multi-Asset Income ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1131 holding.
Kestra Advisory Services first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2020 and has held it in 15 quarters since.
Kestra Advisory Services's iShares Morningstar Multi-Asset Income ETF position peaked at $4.62M in Q4 2024.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.