SAM
IYLD icon

Smithbridge Asset Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Smithbridge Asset Management’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 		– Sell
-12,000
Closed -$257K – 189
2025
Q4 		$257K Buy
+12,000
New +$256K 0.02% 172

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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smithbridge Asset Management's IYLD Position: Q1 2026 in Review

Smithbridge Asset Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2026, closing a stake of 12,000 shares — an estimated $257K sold.

Smithbridge Asset Management first reported a position in IYLD in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • Smithbridge Asset Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2026 after selling out during the quarter.
  • Smithbridge Asset Management sold 12,000 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $257K.
  • Smithbridge Asset Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2025 and held it in 1 quarter.
  • Smithbridge Asset Management's iShares Morningstar Multi-Asset Income ETF position peaked at $257K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.