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 Q2	–	Sell	-14,835	Closed	-$322K	–	1562
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

World Investment Advisors's IYLD Position: Q2 2026 in Review

World Investment Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2026, closing a stake of 14,835 shares — an estimated $322K sold.

World Investment Advisors first reported a position in IYLD in Q3 2024 and held it in 4 quarters. The position peaked at $390K in Q4 2025. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

World Investment Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2026 after selling out during the quarter.
World Investment Advisors sold 14,835 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $322K.
World Investment Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2024 and held it in 4 quarters.
World Investment Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $390K in Q4 2025.
47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.