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Triumph Capital Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Triumph Capital Management’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 		$48.8K Sell
2,205
-18
-0.8% -$398 0.01% 687
2026
Q1 		$48.3K Hold
2,223
– – 0.01% 652
2025
Q4 		$47.6K Buy
+2,223
New +$47.4K 0.01% 630

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

Triumph Capital Management's IYLD Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 0.81% in Q2 2026, selling an estimated $398 and leaving 2,205 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #687.

Triumph Capital Management first reported a position in IYLD in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • Triumph Capital Management held 2,205 shares of iShares Morningstar Multi-Asset Income ETF worth $48.8K as of Q2 2026.
  • Triumph Capital Management sold 18 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $398.
  • iShares Morningstar Multi-Asset Income ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #687 holding.
  • Triumph Capital Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.