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Principal Securities’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Principal Securities’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
-1,699
Closed -$36.1K – 2475
2025
Q3 		$36.1K Buy
1,699
+321
+23% +$6.7K ﹤0.01% 2119
2025
Q2 		$28.6K Buy
1,378
+16
+1% +$324 ﹤0.01% 2155
2025
Q1 		$26.5K Hold
1,362
– – ﹤0.01% 2056
2024
Q4 		$26.5K Buy
1,362
+35
+3% +$706 ﹤0.01% 2051
2024
Q3 		$27.4K Buy
1,327
+15
+1% +$303 ﹤0.01% 1965
2024
Q2 		$26K Buy
1,312
+1,034
+372% +$20.5K ﹤0.01% 1926
2024
Q1 		$5.54K Buy
278
+124
+81% +$2.45K ﹤0.01% 2561
2023
Q4 		$3.09K Buy
+154
New +$2.95K ﹤0.01% 2693

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

Principal Securities's IYLD Position: Q4 2025 in Review

Principal Securities sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2025, closing a stake of 1,699 shares — an estimated $36.1K sold.

Principal Securities first reported a position in IYLD in Q4 2023 and held it in 8 quarters. The position peaked at $36.1K in Q3 2025. 53 funds tracked by Wall St. Rank hold IYLD as of Q4 2025.

  • Principal Securities reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,699 iShares Morningstar Multi-Asset Income ETF shares in Q4 2025, an estimated $36.1K.
  • Principal Securities first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Morningstar Multi-Asset Income ETF position peaked at $36.1K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.