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

Stifel 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	$218K	Sell	10,010 -2,019	-17%	-$44.4K	﹤0.01%	3376
2025 Q4	$258K	Buy	12,029 +1,903	+19%	+$40.6K	﹤0.01%	3244
2025 Q3	$215K	Sell	10,126 -17	-0.2%	-$355	﹤0.01%	3298
2025 Q2	$211K	Sell	10,143 -993	-9%	-$20.1K	﹤0.01%	3238
2025 Q1	$224K	Buy	11,136 +146	+1%	+$2.92K	﹤0.01%	3134
2024 Q4	$214K	Buy	10,990 +10	+0.1%	+$202	﹤0.01%	3140
2024 Q3	$227K	Buy	10,980 +948	+9%	+$19.2K	﹤0.01%	3094
2024 Q2	$199K	Hold	10,032	–	–	﹤0.01%	3119
2024 Q1	$200K	Buy	+10,032	New	+$198K	﹤0.01%	3099
2017 Q1	–	Sell	-12,559	Closed	-$305K	–	2573
2016 Q4	$305K	Buy	+12,559	New	+$307K	﹤0.01%	2030

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

Stifel Financial's IYLD Position: Q1 2026 in Review

Stifel Financial reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 17% in Q1 2026, selling an estimated $44.4K and leaving 10,010 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

Stifel Financial first reported a position in IYLD in Q4 2016 and has held it in 10 quarters since. The position peaked at $305K in Q4 2016. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Stifel Financial held 10,010 shares of iShares Morningstar Multi-Asset Income ETF worth $218K as of Q1 2026.
Stifel Financial sold 2,019 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $44.4K.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3376 holding.
Stifel Financial first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2016 and has held it in 10 quarters since.
Stifel Financial's iShares Morningstar Multi-Asset Income ETF position peaked at $305K in Q4 2016.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.