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Tempus Wealth Planning’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Tempus Wealth Planning’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 		– Sell
-49,000
Closed -$1.06M – 293
2026
Q1 		$1.06M Buy
49,000
+29,000
+145% +$638K 0.24% 115
2025
Q4 		$428K Buy
+20,000
New +$427K 0.1% 185

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Tempus Wealth Planning's IYLD Position: Q2 2026 in Review

Tempus Wealth Planning sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2026, closing a stake of 49,000 shares — an estimated $1.06M sold.

Tempus Wealth Planning first reported a position in IYLD in Q4 2025 and held it in 2 quarters. The position peaked at $1.06M in Q1 2026. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • Tempus Wealth Planning reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2026 after selling out during the quarter.
  • Tempus Wealth Planning sold 49,000 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $1.06M.
  • Tempus Wealth Planning first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2025 and held it in 2 quarters.
  • Tempus Wealth Planning's iShares Morningstar Multi-Asset Income ETF position peaked at $1.06M in Q1 2026.
  • 47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.