MYCIO Wealth Partners’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

MYCIO Wealth Partners’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
2025 Q2	–	Sell	-37,037	Closed	-$744K	–	53
2025 Q1	$744K	Hold	37,037	–	–	0.18%	28
2024 Q4	$721K	Hold	37,037	–	–	0.17%	31
2024 Q3	$765K	Hold	37,037	–	–	0.18%	31
2024 Q2	$735K	Hold	37,037	–	–	0.19%	32
2024 Q1	$738K	Buy	37,037 +8,820	+31%	+$174K	0.19%	32
2023 Q4	$568K	Hold	28,217	–	–	0.16%	34
2023 Q3	$537K	Hold	28,217	–	–	0.16%	34
2023 Q2	$551K	Hold	28,217	–	–	0.17%	31
2023 Q1	$543K	Hold	28,217	–	–	0.19%	33
2022 Q4	$536K	Hold	28,217	–	–	0.18%	33
2022 Q3	$518K	Hold	28,217	–	–	0.2%	27
2022 Q2	$559K	Hold	28,217	–	–	0.21%	26
2022 Q1	$631K	Hold	28,217	–	–	0.2%	30
2021 Q4	$678K	Hold	28,217	–	–	0.22%	26
2021 Q3	$676K	Hold	28,217	–	–	0.25%	25
2021 Q2	$682K	Hold	28,217	–	–	0.28%	23
2021 Q1	$661K	Buy	28,217 +3,108	+12%	+$73.6K	0.29%	21
2020 Q4	$604K	Hold	25,109	–	–	0.33%	20
2020 Q3	$566K	Hold	25,109	–	–	0.39%	16
2020 Q2	$557K	Hold	25,109	–	–	0.39%	16
2020 Q1	$502K	Hold	25,109	–	–	0.34%	13
2019 Q4	$641K	Buy	+25,109	New	+$631K	0.04%	173

Other funds holding IYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYCIO Wealth Partners's IYLD Position: Q2 2025 in Review

MYCIO Wealth Partners sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2025, closing a stake of 37,037 shares — an estimated $744K sold.

MYCIO Wealth Partners first reported a position in IYLD in Q4 2019 and held it in 22 quarters. The position peaked at $765K in Q3 2024. 48 funds tracked by Wall St. Rank hold IYLD as of Q2 2025.

MYCIO Wealth Partners reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2025 after selling out during the quarter.
MYCIO Wealth Partners sold 37,037 iShares Morningstar Multi-Asset Income ETF shares in Q2 2025, an estimated $744K.
MYCIO Wealth Partners first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2019 and held it in 22 quarters.
MYCIO Wealth Partners's iShares Morningstar Multi-Asset Income ETF position peaked at $765K in Q3 2024.
48 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2025.

Based on MYCIO Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.