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 Q2	$222K	Buy	10,015 +5	+0%	+$111	﹤0.01%	3459
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

KAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ECA

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stifel Financial's IYLD Position: Q2 2026 in Review

Stifel Financial increased its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 0.05% in Q2 2026, buying an estimated $111 and bringing the position to 10,015 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #3459.

Stifel Financial first reported a position in IYLD in Q4 2016 and has held it in 11 quarters since. The position peaked at $305K in Q4 2016. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

Stifel Financial held 10,015 shares of iShares Morningstar Multi-Asset Income ETF worth $222K as of Q2 2026.
Stifel Financial bought 5 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $111.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3459 holding.
Stifel Financial first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2016 and has held it in 11 quarters since.
Stifel Financial's iShares Morningstar Multi-Asset Income ETF position peaked at $305K in Q4 2016.
47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.