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

Silver Oak 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
2026 Q1	$2.05M	Buy	+94,130	New	+$2.07M	0.15%	150
2025 Q3	–	Sell	-20,973	Closed	-$435K	–	791
2025 Q2	$435K	Buy	+20,973	New	+$424K	0.04%	444

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 $31B AUM 28.39% 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 $2.08B AUM 38.95% 1-Year Est. Return

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

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Silver Oak Securities's IYLD Position: Q1 2026 in Review

Silver Oak Securities opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2026: 94,130 shares worth $2.05M. The stake represents 0.15% of the portfolio and ranks #150 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in IYLD as recently as Q2 2025.

Silver Oak Securities first reported a position in IYLD in Q2 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Silver Oak Securities held 94,130 shares of iShares Morningstar Multi-Asset Income ETF worth $2.05M as of Q1 2026.
iShares Morningstar Multi-Asset Income ETF was a new Silver Oak Securities position in Q1 2026.
iShares Morningstar Multi-Asset Income ETF made up 0.15% of Silver Oak Securities's portfolio in Q1 2026, its #150 holding.
Silver Oak Securities first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2025 and has held it in 2 quarters since.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.