Perigon Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Perigon Wealth Management’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	$1.68M	Buy	77,344 +488	+0.6%	+$10.7K	0.03%	411
2025 Q4	$1.65M	Buy	76,856 +7,854	+11%	+$168K	0.03%	414
2025 Q3	$1.47M	Buy	69,002 +9,743	+16%	+$203K	0.03%	415
2025 Q2	$1.23M	Buy	59,259 +3,078	+5%	+$62.2K	0.03%	420
2025 Q1	$1.13M	Buy	56,181 +1,787	+3%	+$35.7K	0.03%	425
2024 Q4	$1.07M	Sell	54,394 -1,002	-2%	-$20.2K	0.03%	430
2024 Q3	$1.14M	Buy	55,396 +1,671	+3%	+$33.8K	0.03%	401
2024 Q2	$1.07M	Buy	+53,725	New	+$1.07M	0.03%	363

Other funds holding IYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $435M AUM 24.41% 1-Year Est. Return

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

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

Perigon Wealth Management's IYLD Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 0.63% in Q1 2026, buying an estimated $10.7K and bringing the position to 77,344 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #411.

Perigon Wealth Management first reported a position in IYLD in Q2 2024 and has held it in 8 quarters since. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Perigon Wealth Management held 77,344 shares of iShares Morningstar Multi-Asset Income ETF worth $1.68M as of Q1 2026.
Perigon Wealth Management bought 488 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $10.7K.
iShares Morningstar Multi-Asset Income ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #411 holding.
Perigon Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2024 and has held it in 8 quarters since.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.