Signature Estate & Investment Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Signature Estate & Investment 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 Q1	–	Sell	-10,751	Closed	-$209K	–	564
2024 Q4	$209K	Sell	10,751 -3,216	-23%	-$64.9K	0.01%	501
2024 Q3	$289K	Sell	13,967 -2,594	-16%	-$52.5K	0.01%	412
2024 Q2	$329K	Buy	+16,561	New	+$328K	0.01%	373

Other funds holding IYLD

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $6.36B AUM 28.76% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Signature Estate & Investment Advisors's IYLD Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2025, closing a stake of 10,751 shares — an estimated $209K sold.

Signature Estate & Investment Advisors first reported a position in IYLD in Q2 2024 and held it in 3 quarters. The position peaked at $329K in Q2 2024. 52 funds tracked by Wall St. Rank hold IYLD as of Q1 2025.

Signature Estate & Investment Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2025 after selling out during the quarter.
Signature Estate & Investment Advisors sold 10,751 iShares Morningstar Multi-Asset Income ETF shares in Q1 2025, an estimated $209K.
Signature Estate & Investment Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2024 and held it in 3 quarters.
Signature Estate & Investment Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $329K in Q2 2024.
52 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.