Raymond James Financial’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Raymond James Financial’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	$458K	Sell	21,094 -4,754	-18%	-$105K	﹤0.01%	4406
2025 Q4	$554K	Buy	25,848 +1,244	+5%	+$26.5K	﹤0.01%	4197
2025 Q3	$524K	Sell	24,604 -245	-1%	-$5.11K	﹤0.01%	4097
2025 Q2	$516K	Sell	24,849 -15,051	-38%	-$304K	﹤0.01%	3992
2025 Q1	$801K	Buy	39,900 +1,730	+5%	+$34.5K	﹤0.01%	3643
2024 Q4	$744K	Buy	+38,170	New	+$770K	﹤0.01%	3656

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 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

Raymond James Financial's IYLD Position: Q1 2026 in Review

Raymond James Financial reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 18% in Q1 2026, selling an estimated $105K and leaving 21,094 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #4406.

Raymond James Financial first reported a position in IYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $801K in Q1 2025. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Raymond James Financial held 21,094 shares of iShares Morningstar Multi-Asset Income ETF worth $458K as of Q1 2026.
Raymond James Financial sold 4,754 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $105K.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4406 holding.
Raymond James Financial first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares Morningstar Multi-Asset Income ETF position peaked at $801K in Q1 2025.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.