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

Lloyd 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
Q2 		– Sell
-9
Closed -$198 – 824
2026
Q1 		$198 Buy
+9
New +$198 ﹤0.01% 796

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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

Lloyd Advisory Services's IYLD Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2026, closing a stake of 9 shares — an estimated $198 sold.

Lloyd Advisory Services first reported a position in IYLD in Q1 2026 and held it in 1 quarter. The position peaked at $198 in Q1 2026. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • Lloyd Advisory Services reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 9 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $198.
  • Lloyd Advisory Services first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Morningstar Multi-Asset Income ETF position peaked at $198 in Q1 2026.
  • 47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.