Win Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Win Advisors’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	-42,535	Closed	-$911K	–	98
2025 Q4	$911K	Buy	+42,535	New	+$908K	0.39%	46
2025 Q3	–	Sell	-40,288	Closed	-$836K	–	67
2025 Q2	$836K	Buy	+40,288	New	+$815K	0.4%	38
2024 Q4	–	Sell	-54,157	Closed	-$1.12M	–	66
2024 Q3	$1.12M	Buy	+54,157	New	+$1.1M	0.53%	32
2024 Q1	–	Sell	-71,820	Closed	-$1.45M	–	72
2023 Q4	$1.45M	Buy	+71,820	New	+$1.38M	0.66%	29
2023 Q3	–	Sell	-13,728	Closed	-$222K	–	55
2023 Q2	$222K	Buy	+13,728	New	+$264K	0.3%	35

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Win Advisors's IYLD Position: Q1 2026 in Review

Win Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2026, closing a stake of 42,535 shares — an estimated $911K sold.

Win Advisors first reported a position in IYLD in Q2 2023 and held it in 5 quarters. The position peaked at $1.45M in Q4 2023. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Win Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 42,535 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $911K.
Win Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2023 and held it in 5 quarters.
Win Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $1.45M in Q4 2023.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.