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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
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 $1.66T 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

Triumph Capital Management's IYLD Position: Q1 2026 in Review

Triumph Capital Management held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q1 2026 at 2,223 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #652.

Triumph Capital Management 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.

  • Triumph Capital Management held 2,223 shares of iShares Morningstar Multi-Asset Income ETF worth $48.3K as of Q1 2026.
  • Triumph Capital Management 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 Triumph Capital Management's portfolio in Q1 2026, its #652 holding.
  • Triumph Capital Management 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 Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.