Steward Partners Investment Advisory’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Steward Partners Investment Advisory’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	$128K	Sell	5,904 -142	-2%	-$3.12K	﹤0.01%	2242
2025 Q4	$130K	Buy	6,046 +65	+1%	+$1.39K	﹤0.01%	2151
2025 Q3	$127K	Buy	5,981 +76	+1%	+$1.58K	﹤0.01%	2094
2025 Q2	$123K	Sell	5,905 -48	-0.8%	-$971	﹤0.01%	1992
2025 Q1	$120K	Sell	5,953 -11,441	-66%	-$228K	﹤0.01%	1922
2024 Q4	$339K	Buy	17,394 +4,396	+34%	+$88.7K	﹤0.01%	1341
2024 Q3	$269K	Buy	12,998 +187	+1%	+$3.78K	﹤0.01%	1377
2024 Q2	$254K	Buy	12,811 +164	+1%	+$3.25K	﹤0.01%	1340
2024 Q1	$252K	Sell	12,647 -37,267	-75%	-$736K	﹤0.01%	1329
2023 Q4	$1M	Buy	49,914 +37,456	+301%	+$717K	0.01%	719
2023 Q3	$237K	Sell	12,458 -1,104	-8%	-$21.3K	﹤0.01%	1205
2023 Q2	$265K	Buy	13,562 +19	+0.1%	+$365	﹤0.01%	1169
2023 Q1	$261K	Sell	13,543 -1,433	-10%	-$27.9K	﹤0.01%	1172
2022 Q4	$284K	Buy	14,976 +812	+6%	+$15.3K	﹤0.01%	1098
2022 Q3	$260K	Buy	14,164 +402	+3%	+$7.96K	﹤0.01%	1091
2022 Q2	$273K	Buy	13,762 +51	+0.4%	+$1.06K	0.01%	1076
2022 Q1	$307K	Sell	13,711 -47	-0.3%	-$1.08K	﹤0.01%	1125
2021 Q4	$331K	Sell	13,758 -433	-3%	-$10.4K	0.01%	1097
2021 Q3	$340K	Buy	14,191 +5,657	+66%	+$137K	0.01%	1057
2021 Q2	$206K	Sell	8,534 -886	-9%	-$21.2K	﹤0.01%	1521
2021 Q1	$221K	Buy	9,420 +6,860	+268%	+$162K	﹤0.01%	1253
2020 Q4	$62K	Sell	2,560 -50,289	-95%	-$1.17M	﹤0.01%	1559
2020 Q3	$1.19M	Buy	52,849 +1,000	+2%	+$22.8K	0.03%	435
2020 Q2	$1.15M	Sell	51,849 -7,613	-13%	-$162K	0.03%	416
2020 Q1	$1.19M	Buy	59,462 +7,450	+14%	+$180K	0.04%	349
2019 Q4	$1.33M	Sell	52,012 -2,002	-4%	-$50.3K	0.04%	381
2019 Q3	$1.35M	Buy	54,014 +2,443	+5%	+$60.8K	0.05%	348
2019 Q2	$1.29M	Sell	51,571 -1,825	-3%	-$45K	0.05%	337
2019 Q1	$1.32M	Sell	53,396 -5,974	-10%	-$146K	0.06%	309
2018 Q4	$1.38M	Buy	59,370 +55,170	+1,314%	+$1.32M	0.07%	280
2018 Q3	$104K	Hold	4,200	–	–	0.01%	920
2018 Q2	$103K	Buy	+4,200	New	+$104K	0.01%	836

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 $511M AUM 28.39% 1-Year Est. Return

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

Steward Partners Investment Advisory's IYLD Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 2.3% in Q1 2026, selling an estimated $3.12K and leaving 5,904 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

Steward Partners Investment Advisory first reported a position in IYLD in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.38M in Q4 2018. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Steward Partners Investment Advisory held 5,904 shares of iShares Morningstar Multi-Asset Income ETF worth $128K as of Q1 2026.
Steward Partners Investment Advisory sold 142 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $3.12K.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2242 holding.
Steward Partners Investment Advisory first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2018 and has held it in 32 quarters since.
Steward Partners Investment Advisory's iShares Morningstar Multi-Asset Income ETF position peaked at $1.38M in Q4 2018.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.