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

Sunbelt 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 		$4.46K Hold
205
– – ﹤0.01% 1716
2025
Q4 		$4.39K Hold
205
– – ﹤0.01% 1677
2025
Q3 		$4.36K Hold
205
– – ﹤0.01% 1668
2025
Q2 		$3.99K Hold
205
– – ﹤0.01% 1493
2025
Q1 		$4.12K Hold
205
– – ﹤0.01% 1457
2024
Q4 		$4K Buy
+205
New +$4.13K ﹤0.01% 1496

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

Sunbelt Securities's IYLD Position: Q1 2026 in Review

Sunbelt Securities held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q1 2026 at 205 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Sunbelt Securities first reported a position in IYLD in Q4 2024 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • Sunbelt Securities held 205 shares of iShares Morningstar Multi-Asset Income ETF worth $4.46K as of Q1 2026.
  • Sunbelt Securities left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q1 2026.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1716 holding.
  • Sunbelt Securities first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.