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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
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 $1.66T 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tempus Wealth Planning's IYLD Position: Q1 2026 in Review

Tempus Wealth Planning increased its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 145% in Q1 2026, buying an estimated $638K and bringing the position to 49,000 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #115.

Tempus Wealth Planning first reported a position in IYLD in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • Tempus Wealth Planning held 49,000 shares of iShares Morningstar Multi-Asset Income ETF worth $1.06M as of Q1 2026.
  • Tempus Wealth Planning bought 29,000 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $638K.
  • iShares Morningstar Multi-Asset Income ETF made up 0.24% of Tempus Wealth Planning's portfolio in Q1 2026, its #115 holding.
  • Tempus Wealth Planning first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.