MML Investors Services
IYLD icon

MML Investors Services’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

MML Investors 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 		$295K Sell
13,553
-1,916
-12% -$42.1K ﹤0.01% 2573
2025
Q4 		$331K Buy
15,469
+151
+1% +$3.22K ﹤0.01% 2555
2025
Q3 		$326K Buy
15,318
+119
+0.8% +$2.48K ﹤0.01% 2455
2025
Q2 		$315K Sell
15,199
-200
-1% -$4.04K ﹤0.01% 2403
2025
Q1 		$309K Sell
15,399
-54
-0.3% -$1.08K ﹤0.01% 2290
2024
Q4 		$301K Buy
15,453
+161
+1% +$3.25K ﹤0.01% 2259
2024
Q3 		$316K Buy
15,292
+268
+2% +$5.42K ﹤0.01% 2148
2024
Q2 		$298K Buy
15,024
+865
+6% +$17.2K ﹤0.01% 2088
2024
Q1 		$282K Sell
14,159
-2,016
-12% -$39.8K ﹤0.01% 2146
2023
Q4 		$325K Buy
16,175
+346
+2% +$6.63K ﹤0.01% 2003
2023
Q3 		$301K Buy
15,829
+141
+0.9% +$2.72K ﹤0.01% 1925
2023
Q2 		$306K Buy
15,688
+1,091
+7% +$21K ﹤0.01% 1932
2023
Q1 		$281K Sell
14,597
-9,428
-39% -$184K ﹤0.01% 1708
2022
Q4 		$456K Sell
24,025
-10,455
-30% -$197K ﹤0.01% 1554
2022
Q3 		$633K Buy
34,480
+16,131
+88% +$319K ﹤0.01% 1314
2022
Q2 		$364K Buy
18,349
+2,116
+13% +$44.1K ﹤0.01% 1574
2022
Q1 		$363K Buy
16,233
+2,354
+17% +$54K ﹤0.01% 1619
2021
Q4 		$334K Sell
13,879
-8,523
-38% -$204K ﹤0.01% 1643
2021
Q3 		$537K Buy
22,402
+5,356
+31% +$130K ﹤0.01% 1303
2021
Q2 		$412K Sell
17,046
-9,212
-35% -$220K ﹤0.01% 1427
2021
Q1 		$615K Buy
26,258
+5,056
+24% +$120K 0.01% 1162
2020
Q4 		$510K Buy
+21,202
New +$492K 0.01% 1143
2020
Q1 		– Sell
-8,691
Closed -$222K – 1478
2019
Q4 		$222K Buy
8,691
+86
+1% +$2.16K ﹤0.01% 1386
2019
Q3 		$215K Sell
8,605
-6,348
-42% -$158K ﹤0.01% 1370
2019
Q2 		$376K Sell
14,953
-612
-4% -$15.1K 0.01% 1171
2019
Q1 		$385K Buy
+15,565
New +$379K 0.01% 1145
2018
Q4 		– Sell
-8,950
Closed -$221K – 1554
2018
Q3 		$221K Buy
8,950
+528
+6% +$13K ﹤0.01% 1446
2018
Q2 		$207K Sell
8,422
-981
-10% -$24.2K ﹤0.01% 1262
2018
Q1 		$235K Sell
9,403
-1,129
-11% -$28.5K 0.01% 1197
2017
Q4 		$272K Buy
10,532
+85
+0.8% +$2.18K 0.01% 1129
2017
Q3 		$270K Buy
10,447
+283
+3% +$7.25K 0.01% 1064
2017
Q2 		$260K Buy
+10,164
New +$258K 0.01% 1050

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 $511M AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services's IYLD Position: Q1 2026 in Review

MML Investors Services reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 12% in Q1 2026, selling an estimated $42.1K and leaving 13,553 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

MML Investors Services first reported a position in IYLD in Q2 2017 and has held it in 32 quarters since. The position peaked at $633K in Q3 2022. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • MML Investors Services held 13,553 shares of iShares Morningstar Multi-Asset Income ETF worth $295K as of Q1 2026.
  • MML Investors Services sold 1,916 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $42.1K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2573 holding.
  • MML Investors Services first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2017 and has held it in 32 quarters since.
  • MML Investors Services's iShares Morningstar Multi-Asset Income ETF position peaked at $633K in Q3 2022.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.