UBS Group
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UBS Group’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

UBS Group’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 		$195K Sell
8,986
-545
-6% -$12K ﹤0.01% 6653
2025
Q4 		$204K Buy
9,531
+717
+8% +$15.3K ﹤0.01% 6570
2025
Q3 		$188K Buy
8,814
+2,649
+43% +$55.2K ﹤0.01% 6711
2025
Q2 		$128K Buy
6,165
+730
+13% +$14.8K ﹤0.01% 7028
2025
Q1 		$109K Sell
5,435
-306
-5% -$6.11K ﹤0.01% 6983
2024
Q4 		$112K Sell
5,741
-705
-11% -$14.2K ﹤0.01% 6803
2024
Q3 		$133K Sell
6,446
-209
-3% -$4.23K ﹤0.01% 6157
2024
Q2 		$132K Sell
6,655
-5
-0.1% -$99 ﹤0.01% 5967
2024
Q1 		$133K Sell
6,660
-2,084
-24% -$41.2K ﹤0.01% 6094
2023
Q4 		$176K Sell
8,744
-1,653
-16% -$31.6K ﹤0.01% 5853
2023
Q3 		$198K Sell
10,397
-200
-2% -$3.86K ﹤0.01% 5389
2023
Q2 		$207K Sell
10,597
-1,715
-14% -$33K ﹤0.01% 5458
2023
Q1 		$237K Sell
12,312
-6,944
-36% -$135K ﹤0.01% 5261
2022
Q4 		$365K Buy
19,256
+5,516
+40% +$104K ﹤0.01% 4962
2022
Q3 		$252K Sell
13,740
-782
-5% -$15.5K ﹤0.01% 4895
2022
Q2 		$287K Sell
14,522
-2,269
-14% -$47.3K ﹤0.01% 4662
2022
Q1 		$376K Sell
16,791
-64,419
-79% -$1.48M ﹤0.01% 4897
2021
Q4 		$1.95M Buy
81,210
+68,292
+529% +$1.64M ﹤0.01% 3758
2021
Q3 		$309K Buy
12,918
+1,472
+13% +$35.7K ﹤0.01% 5021
2021
Q2 		$277K Sell
11,446
-963
-8% -$23K ﹤0.01% 5135
2021
Q1 		$291K Sell
12,409
-150
-1% -$3.55K ﹤0.01% 5226
2020
Q4 		$303K Sell
12,559
-515
-4% -$12K ﹤0.01% 4963
2020
Q3 		$295K Buy
13,074
+622
+5% +$14.2K ﹤0.01% 4557
2020
Q2 		$276K Sell
12,452
-199,088
-94% -$4.24M ﹤0.01% 4575
2020
Q1 		$4.23M Buy
211,540
+163,306
+339% +$3.95M ﹤0.01% 2074
2019
Q4 		$1.23M Sell
48,234
-4,521
-9% -$114K ﹤0.01% 4010
2019
Q3 		$1.32M Sell
52,755
-1,993
-4% -$49.6K ﹤0.01% 3714
2019
Q2 		$1.38M Buy
54,748
+653
+1% +$16.1K ﹤0.01% 3477
2019
Q1 		$1.34M Buy
54,095
+2,362
+5% +$57.5K ﹤0.01% 3337
2018
Q4 		$1.21M Sell
51,733
-5,341
-9% -$128K ﹤0.01% 3500
2018
Q3 		$1.41M Sell
57,074
-1,165
-2% -$28.7K ﹤0.01% 3520
2018
Q2 		$1.43M Buy
58,239
+466
+0.8% +$11.5K ﹤0.01% 3468
2018
Q1 		$1.44M Buy
57,773
+23,467
+68% +$592K ﹤0.01% 3395
2017
Q4 		$886K Sell
34,306
-65,723
-66% -$1.69M ﹤0.01% 3877
2017
Q3 		$2.59M Sell
100,029
-5,281
-5% -$135K ﹤0.01% 2877
2017
Q2 		$2.7M Buy
105,310
+63,539
+152% +$1.61M ﹤0.01% 2732
2017
Q1 		$1.05M Sell
41,771
-4,669
-10% -$116K ﹤0.01% 3486
2016
Q4 		$1.13M Sell
46,440
-6,241
-12% -$152K ﹤0.01% 3445
2016
Q3 		$1.33M Sell
52,681
-69,247
-57% -$1.74M ﹤0.01% 3200
2016
Q2 		$3.03M Buy
121,928
+26,601
+28% +$647K ﹤0.01% 2417
2016
Q1 		$2.29M Sell
95,327
-183,621
-66% -$4.24M ﹤0.01% 2561
2015
Q4 		$6.49M Buy
278,948
+191,707
+220% +$4.54M ﹤0.01% 1748
2015
Q3 		$2.05M Sell
87,241
-16,613
-16% -$402K ﹤0.01% 2719
2015
Q2 		$2.56M Buy
103,854
+14,290
+16% +$365K ﹤0.01% 2735
2015
Q1 		$2.32M Sell
89,564
-128,912
-59% -$3.34M ﹤0.01% 2798
2014
Q4 		$5.6M Buy
+218,476
New +$5.7M ﹤0.01% 2006

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

UBS Group's IYLD Position: Q1 2026 in Review

UBS Group reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 5.7% in Q1 2026, selling an estimated $12K and leaving 8,986 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #6653.

UBS Group first reported a position in IYLD in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.49M in Q4 2015. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • UBS Group held 8,986 shares of iShares Morningstar Multi-Asset Income ETF worth $195K as of Q1 2026.
  • UBS Group sold 545 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $12K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6653 holding.
  • UBS Group first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares Morningstar Multi-Asset Income ETF position peaked at $6.49M in Q4 2015.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.