NA
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
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 $1.66T 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

NewEdge Advisors's IYLD Position: Q4 2025 in Review

NewEdge Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2025, closing a stake of 2,353 shares — an estimated $50.1K sold.

NewEdge Advisors first reported a position in IYLD in Q4 2022 and held it in 12 quarters. The position peaked at $70K in Q1 2025. 53 funds tracked by Wall St. Rank hold IYLD as of Q4 2025.

  • NewEdge Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 2,353 iShares Morningstar Multi-Asset Income ETF shares in Q4 2025, an estimated $50.1K.
  • NewEdge Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2022 and held it in 12 quarters.
  • NewEdge Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $70K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.