Wells Fargo’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Wells Fargo’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	$1.03M	Sell	47,619 -3,152	-6%	-$69.3K	﹤0.01%	3719
2025 Q4	$1.09M	Buy	50,771 +25,064	+97%	+$535K	﹤0.01%	3902
2025 Q3	$547K	Buy	25,707 +3,566	+16%	+$74.4K	﹤0.01%	4245
2025 Q2	$460K	Sell	22,141 -1	-0%	-$20	﹤0.01%	4207
2025 Q1	$445K	Buy	22,142 +277	+1%	+$5.53K	﹤0.01%	4181
2024 Q4	$426K	Sell	21,865 -6,172	-22%	-$124K	﹤0.01%	4294
2024 Q3	$579K	Buy	28,037 +5,071	+22%	+$103K	﹤0.01%	3898
2024 Q2	$456K	Buy	22,966 +5,600	+32%	+$111K	﹤0.01%	3971
2024 Q1	$346K	Buy	17,366 +8,340	+92%	+$165K	﹤0.01%	4134
2023 Q4	$182K	Sell	9,026 -2,355	-21%	-$45.1K	﹤0.01%	4519
2023 Q3	$217K	Buy	11,381 +1	+0%	+$19	﹤0.01%	4301
2023 Q2	$222K	Sell	11,380 -3,399	-23%	-$65.3K	﹤0.01%	4523
2023 Q1	$285K	Sell	14,779 -3,420	-19%	-$66.7K	﹤0.01%	4222
2022 Q4	$345K	Sell	18,199 -7,494	-29%	-$142K	﹤0.01%	3868
2022 Q3	$472K	Sell	25,693 -21,835	-46%	-$432K	﹤0.01%	3715
2022 Q2	$942K	Sell	47,528 -56,838	-54%	-$1.19M	﹤0.01%	3326
2022 Q1	$2.33M	Sell	104,366 -21,873	-17%	-$502K	﹤0.01%	3153
2021 Q4	$3.03M	Sell	126,239 -6,385	-5%	-$153K	﹤0.01%	3082
2021 Q3	$3.18M	Sell	132,624 -9,903	-7%	-$240K	﹤0.01%	3265
2021 Q2	$3.45M	Buy	142,527 +175	+0.1%	+$4.18K	﹤0.01%	3210
2021 Q1	$3.33M	Sell	142,352 -4,949	-3%	-$117K	﹤0.01%	3238
2020 Q4	$3.55M	Buy	147,301 +3,155	+2%	+$73.2K	﹤0.01%	3040
2020 Q3	$3.25M	Buy	144,146 +18,485	+15%	+$421K	﹤0.01%	2914
2020 Q2	$2.79M	Sell	125,661 -24,633	-16%	-$525K	﹤0.01%	3000
2020 Q1	$3.01M	Sell	150,294 -63,361	-30%	-$1.53M	﹤0.01%	2673
2019 Q4	$5.46M	Sell	213,655 -24,474	-10%	-$615K	﹤0.01%	2485
2019 Q3	$5.95M	Buy	238,129 +6,562	+3%	+$163K	﹤0.01%	2393
2019 Q2	$5.82M	Sell	231,567 -4,954	-2%	-$122K	﹤0.01%	2434
2019 Q1	$5.85M	Sell	236,521 -31,811	-12%	-$775K	﹤0.01%	2409
2018 Q4	$6.25M	Buy	268,332 +81,132	+43%	+$1.94M	﹤0.01%	2233
2018 Q3	$4.63M	Buy	187,200 +575	+0.3%	+$14.2K	﹤0.01%	2712
2018 Q2	$4.58M	Sell	186,625 -7,854	-4%	-$194K	﹤0.01%	2770
2018 Q1	$4.86M	Sell	194,479 -14,350	-7%	-$362K	﹤0.01%	2650
2017 Q4	$5.39M	Buy	208,829 +10,957	+6%	+$281K	﹤0.01%	2517
2017 Q3	$5.12M	Sell	197,872 -67,076	-25%	-$1.72M	﹤0.01%	2502
2017 Q2	$6.79M	Buy	264,948 +88,259	+50%	+$2.24M	﹤0.01%	2208
2017 Q1	$4.45M	Buy	176,689 +32,640	+23%	+$809K	﹤0.01%	2521
2016 Q4	$3.5M	Buy	144,049 +10,753	+8%	+$263K	﹤0.01%	2691
2016 Q3	$3.37M	Buy	133,296 +51,487	+63%	+$1.29M	﹤0.01%	2569
2016 Q2	$2.04M	Buy	81,809 +30,807	+60%	+$749K	﹤0.01%	2961
2016 Q1	$1.23M	Sell	51,002 -5,527	-10%	-$128K	﹤0.01%	3266
2015 Q4	$1.31M	Sell	56,529 -12,336	-18%	-$292K	﹤0.01%	3300
2015 Q3	$1.62M	Sell	68,865 -9,350	-12%	-$226K	﹤0.01%	3149
2015 Q2	$1.93M	Buy	78,215 +30,936	+65%	+$790K	﹤0.01%	3127
2015 Q1	$1.22M	Buy	47,279 +11,950	+34%	+$310K	﹤0.01%	3380
2014 Q4	$906K	Buy	+35,329	New	+$922K	﹤0.01%	3577

Other funds holding IYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo's IYLD Position: Q1 2026 in Review

Wells Fargo reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 6.2% in Q1 2026, selling an estimated $69.3K and leaving 47,619 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3719.

Wells Fargo first reported a position in IYLD in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.79M in Q2 2017. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Wells Fargo held 47,619 shares of iShares Morningstar Multi-Asset Income ETF worth $1.03M as of Q1 2026.
Wells Fargo sold 3,152 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $69.3K.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3719 holding.
Wells Fargo first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and has held it in 46 quarters since.
Wells Fargo's iShares Morningstar Multi-Asset Income ETF position peaked at $6.79M in Q2 2017.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.