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

PSI 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 Q2	–	Sell	-643	Closed	-$12.9K	–	393
2025 Q1	$12.9K	Sell	643 -312	-33%	-$6.23K	﹤0.01%	418
2024 Q4	$18.6K	Sell	955 -106	-10%	-$2.14K	0.01%	431
2024 Q3	$21.9K	Hold	1,061	–	–	0.01%	415
2024 Q2	$21K	Hold	1,061	–	–	0.01%	396
2024 Q1	$21.1K	Hold	1,061	–	–	0.01%	391
2023 Q4	$21.3K	Hold	1,061	–	–	0.01%	400
2023 Q3	$20.2K	Hold	1,061	–	–	0.01%	387
2023 Q2	$20.7K	Sell	1,061 -109	-9%	-$2.09K	0.01%	387
2023 Q1	$22.5K	Hold	1,170	–	–	0.01%	324
2022 Q4	$22.2K	Hold	1,170	–	–	0.01%	305
2022 Q3	$21K	Hold	1,170	–	–	0.01%	326
2022 Q2	$23K	Hold	1,170	–	–	0.01%	335
2022 Q1	$26K	Hold	1,170	–	–	0.01%	335
2021 Q4	$28K	Hold	1,170	–	–	0.01%	340
2021 Q3	$28K	Buy	+1,170	New	+$28.4K	0.01%	344
2020 Q1	–	Sell	-1,170	Closed	-$29K	–	348
2019 Q4	$29K	Buy	+1,170	New	+$29.4K	0.02%	326

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

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

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PSI Advisors's IYLD Position: Q2 2025 in Review

PSI Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2025, closing a stake of 643 shares — an estimated $12.9K sold.

PSI Advisors first reported a position in IYLD in Q4 2019 and held it in 16 quarters. The position peaked at $29K in Q4 2019. 48 funds tracked by Wall St. Rank hold IYLD as of Q2 2025.

PSI Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 643 iShares Morningstar Multi-Asset Income ETF shares in Q2 2025, an estimated $12.9K.
PSI Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2019 and held it in 16 quarters.
PSI Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $29K in Q4 2019.
48 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.