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IYLD icon

Kingdom Financial Group’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Kingdom Financial Group’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 		$204 Hold
9
– – ﹤0.01% 775
2026
Q1 		$198 Hold
9
– – ﹤0.01% 796
2025
Q4 		$194 Buy
+9
New +$192 ﹤0.01% 683

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kingdom Financial Group's IYLD Position: Q2 2026 in Review

Kingdom Financial Group held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q2 2026 at 9 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Kingdom Financial Group first reported a position in IYLD in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • Kingdom Financial Group held 9 shares of iShares Morningstar Multi-Asset Income ETF worth $204 as of Q2 2026.
  • Kingdom Financial Group left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q2 2026.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #775 holding.
  • Kingdom Financial Group first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.