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

World Investment 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 		$322K Sell
14,835
-3,374
-19% -$74.2K 0.01% 1214
2025
Q4 		$390K Buy
+18,209
New +$389K 0.01% 1058
2025
Q1 		– Sell
-19,486
Closed -$380K – 1086
2024
Q4 		$380K Buy
19,486
+1,116
+6% +$22.5K 0.01% 736
2024
Q3 		$380K Buy
+18,370
New +$372K 0.01% 662

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

World Investment Advisors's IYLD Position: Q1 2026 in Review

World Investment Advisors reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 19% in Q1 2026, selling an estimated $74.2K and leaving 14,835 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #1214.

World Investment Advisors first reported a position in IYLD in Q3 2024 and has held it in 4 quarters since. The position peaked at $390K in Q4 2025. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • World Investment Advisors held 14,835 shares of iShares Morningstar Multi-Asset Income ETF worth $322K as of Q1 2026.
  • World Investment Advisors sold 3,374 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $74.2K.
  • iShares Morningstar Multi-Asset Income ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1214 holding.
  • World Investment Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2024 and has held it in 4 quarters since.
  • World Investment Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $390K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.