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IYLD icon

NewEdge Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

NewEdge Advisors’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 		$36.1K Buy
+1,630
New +$36.1K ﹤0.01% 3201
2025
Q4 		– Sell
-2,353
Closed -$50.1K – 4314
2025
Q3 		$50.1K Sell
2,353
-450
-16% -$9.38K ﹤0.01% 2825
2025
Q2 		$58.2K Sell
2,803
-681
-20% -$13.8K ﹤0.01% 2621
2025
Q1 		$70K Buy
3,484
+1,526
+78% +$30.5K ﹤0.01% 2419
2024
Q4 		$38.1K Hold
1,958
– – ﹤0.01% 2611
2024
Q3 		$40.5K Buy
1,958
+697
+55% +$14.1K ﹤0.01% 2503
2024
Q2 		$25K Buy
1,261
+61
+5% +$1.21K ﹤0.01% 2561
2024
Q1 		$23.9K Hold
1,200
– – ﹤0.01% 2568
2023
Q4 		$24.1K Sell
1,200
-400
-25% -$7.66K ﹤0.01% 2505
2023
Q3 		$30.5K Sell
1,600
-349
-18% -$6.74K ﹤0.01% 2248
2023
Q2 		$38K Sell
1,949
-43
-2% -$826 ﹤0.01% 2172
2023
Q1 		$38.3K Sell
1,992
-99
-5% -$1.93K ﹤0.01% 2108
2022
Q4 		$40 Buy
+2,091
New +$39.5K ﹤0.01% 3505

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

NewEdge Advisors's IYLD Position: Q2 2026 in Review

NewEdge Advisors opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2026: 1,630 shares worth $36.1K. The stake represents ﹤0.01% of the portfolio and ranks #3201 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in IYLD as recently as Q3 2025.

NewEdge Advisors first reported a position in IYLD in Q4 2022 and has held it in 13 quarters since. The position peaked at $70K in Q1 2025. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • NewEdge Advisors held 1,630 shares of iShares Morningstar Multi-Asset Income ETF worth $36.1K as of Q2 2026.
  • iShares Morningstar Multi-Asset Income ETF was a new NewEdge Advisors position in Q2 2026.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3201 holding.
  • NewEdge Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2022 and has held it in 13 quarters since.
  • NewEdge Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $70K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.