LPL Financial
IYLD icon

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

LPL Financial’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 		$1.16M Sell
53,243
-41,986
-44% -$924K ﹤0.01% 4058
2025
Q4 		$2.04M Buy
95,229
+5,657
+6% +$121K ﹤0.01% 3404
2025
Q3 		$1.91M Buy
89,572
+184
+0.2% +$3.84K ﹤0.01% 3363
2025
Q2 		$1.86M Buy
89,388
+5,232
+6% +$106K ﹤0.01% 3196
2025
Q1 		$1.69M Buy
84,156
+379
+0.5% +$7.57K ﹤0.01% 3106
2024
Q4 		$1.63M Buy
83,777
+22,489
+37% +$454K ﹤0.01% 3050
2024
Q3 		$1.27M Sell
61,288
-10,950
-15% -$222K ﹤0.01% 3164
2024
Q2 		$1.43M Sell
72,238
-37,882
-34% -$751K ﹤0.01% 2914
2024
Q1 		$2.19M Sell
110,120
-8,255
-7% -$163K ﹤0.01% 2466
2023
Q4 		$2.38M Sell
118,375
-27,965
-19% -$535K ﹤0.01% 2268
2023
Q3 		$2.79M Buy
146,340
+6,639
+5% +$128K ﹤0.01% 2033
2023
Q2 		$2.73M Sell
139,701
-6,753
-5% -$130K ﹤0.01% 1992
2023
Q1 		$2.82M Sell
146,454
-9,237
-6% -$180K ﹤0.01% 1879
2022
Q4 		$2.96M Buy
155,691
+8,464
+6% +$160K ﹤0.01% 1786
2022
Q3 		$2.7M Buy
147,227
+345
+0.2% +$6.83K ﹤0.01% 1775
2022
Q2 		$2.91M Sell
146,882
-5,567
-4% -$116K ﹤0.01% 1741
2022
Q1 		$3.41M Buy
152,449
+15,454
+11% +$354K ﹤0.01% 1669
2021
Q4 		$3.29M Buy
136,995
+20,146
+17% +$483K ﹤0.01% 1717
2021
Q3 		$2.8M Sell
116,849
-13,009
-10% -$316K ﹤0.01% 1799
2021
Q2 		$3.14M Buy
129,858
+20,511
+19% +$490K ﹤0.01% 1655
2021
Q1 		$2.56M Buy
109,347
+38,748
+55% +$917K ﹤0.01% 1660
2020
Q4 		$1.7M Sell
70,599
-8,085
-10% -$188K ﹤0.01% 1782
2020
Q3 		$1.77M Sell
78,684
-39,393
-33% -$896K ﹤0.01% 1533
2020
Q2 		$2.62M Sell
118,077
-29,325
-20% -$625K ﹤0.01% 1205
2020
Q1 		$2.95M Buy
147,402
+17,591
+14% +$425K 0.01% 978
2019
Q4 		$3.32M Buy
129,811
+14,603
+13% +$367K 0.01% 1050
2019
Q3 		$2.88M Buy
115,208
+5,689
+5% +$142K 0.01% 1039
2019
Q2 		$2.75M Buy
109,519
+1,550
+1% +$38.2K 0.01% 1070
2019
Q1 		$2.67M Sell
107,969
-6,959
-6% -$170K 0.01% 1033
2018
Q4 		$2.68M Sell
114,928
-20,118
-15% -$480K 0.01% 938
2018
Q3 		$3.34M Sell
135,046
-14,716
-10% -$363K 0.01% 915
2018
Q2 		$3.68M Sell
149,762
-12,936
-8% -$320K 0.01% 844
2018
Q1 		$4.06M Sell
162,698
-76,709
-32% -$1.93M 0.01% 783
2017
Q4 		$6.18M Buy
239,407
+5,965
+3% +$153K 0.02% 575
2017
Q3 		$6.04M Sell
233,442
-35,157
-13% -$901K 0.02% 537
2017
Q2 		$6.88M Buy
268,599
+25,603
+11% +$650K 0.03% 455
2017
Q1 		$6.12M Buy
242,996
+89,036
+58% +$2.21M 0.04% 364
2016
Q4 		$3.76M Buy
153,960
+32,257
+27% +$788K 0.03% 527
2016
Q3 		$3.02M Buy
121,703
+4,196
+4% +$105K 0.03% 567
2016
Q2 		$2.9M Sell
117,507
-96,443
-45% -$2.34M 0.02% 572
2016
Q1 		$5.08M Sell
213,950
-43,569
-17% -$1.01M 0.01% 706
2015
Q4 		$5.98M Buy
257,519
+100,378
+64% +$2.38M 0.02% 638
2015
Q3 		$3.72M Sell
157,141
-62,271
-28% -$1.51M 0.02% 564
2015
Q2 		$5.38M Sell
219,412
-28,258
-11% -$722K 0.03% 482
2015
Q1 		$6.42M Buy
247,670
+34,881
+16% +$904K 0.03% 425
2014
Q4 		$5.45M Buy
+212,789
New +$5.55M 0.03% 452

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

LPL Financial's IYLD Position: Q1 2026 in Review

LPL Financial reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 44% in Q1 2026, selling an estimated $924K and leaving 53,243 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4058.

LPL Financial first reported a position in IYLD in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.88M in Q2 2017. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • LPL Financial held 53,243 shares of iShares Morningstar Multi-Asset Income ETF worth $1.16M as of Q1 2026.
  • LPL Financial sold 41,986 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $924K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4058 holding.
  • LPL Financial first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and has held it in 46 quarters since.
  • LPL Financial's iShares Morningstar Multi-Asset Income ETF position peaked at $6.88M in Q2 2017.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.