Wealth Enhancement Advisory Services
IYLD icon

Wealth Enhancement Advisory Services’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-11,946
Closed -$258K – 3748
2025
Q4 		$258K Buy
+11,946
New +$255K ﹤0.01% 3054

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

Wealth Enhancement Advisory Services's IYLD Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2026, closing a stake of 11,946 shares — an estimated $258K sold.

Wealth Enhancement Advisory Services first reported a position in IYLD in Q4 2025 and held it in 1 quarter. The position peaked at $258K in Q4 2025. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,946 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $258K.
  • Wealth Enhancement Advisory Services first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's iShares Morningstar Multi-Asset Income ETF position peaked at $258K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.