Question 1

How many shares of IYLD does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 288 shares of IYLD (ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's IYLD position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IYLD position is worth $6,383.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling IYLD?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IYLD position (-95.1% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy IYLD?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IYLD in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	288	-95.1%	$6,383	0.0%	$21.91	0
2026-Q1	Decreased	5,904	-2.4%	$128,294	0.0%	$21.30	0
2025-Q4	Increased	6,046	+1.1%	$129,513	0.0%	$20.88	22
2025-Q3	Increased	5,981	+1.3%	$127,282	0.0%	$20.36	22
2025-Q2	Decreased	5,905	-0.8%	$122,561	0.0%	$19.59	0
2025-Q1	Decreased	5,953	-65.8%	$119,543	0.0%	$18.77	0
2024-Q4	Increased	17,394	+33.8%	$338,838	0.0%	$18.09	30
2024-Q3	Increased	12,998	+1.5%	$268,550	0.0%	$18.81	24
2024-Q2	Increased	12,811	+1.3%	$254,162	0.0%	$17.80	23
2024-Q1	Decreased	12,647	-74.7%	$252,055	0.0%	$17.69	0
2023-Q4	Increased	49,914	+300.7%	$1M	0.0%	$17.73	40
2023-Q3	Decreased	12,458	-8.1%	$237,203	0.0%	$16.34	0
2023-Q2	Increased	13,562	+0.1%	$264,732	0.0%	$16.47	23
2023-Q1	Decreased	13,543	-9.6%	$260,703	0.0%	$16.07	0
2022-Q4	Increased	14,976	+5.7%	$284,238	0.0%	$15.76	25
2022-Q3	Increased	14,164	+2.9%	$260,000	0.0%	$14.83	24
2022-Q2	Increased	13,762	+0.4%	$273,000	0.0%	$15.81	23
2022-Q1	Decreased	13,711	-0.3%	$307,000	0.0%	$17.69	0
2021-Q4	Decreased	13,758	-3.0%	$331,000	0.0%	$18.94	0
2021-Q3	Increased	14,191	+66.3%	$340,000	0.0%	$18.61	35
2021-Q2	Decreased	8,534	-54.7%	$206,000	0.0%	$18.63	0
2021-Q1	Increased	18,840	+635.9%	$220.9M	0.0%	$17.90	49
2020-Q4	Decreased	2,560	-95.2%	$62,000	0.0%	$18.32	0
2020-Q3	Increased	52,849	+1.9%	$1.2M	0.0%	$16.81	26
2020-Q2	Decreased	51,849	-12.8%	$1.2M	0.0%	$16.36	0
2020-Q1	Increased	59,462	+14.3%	$1.2M	0.0%	$14.50	29
2019-Q4	Decreased	52,012	-3.7%	$1.3M	0.0%	$18.44	0
2019-Q3	Increased	54,014	+4.7%	$1.3M	0.0%	$17.63	27
2019-Q2	Decreased	51,571	-3.4%	$1.3M	0.0%	$17.51	0
2019-Q1	New	53,396	-	$1.3M	0.1%	$17.04	35

IYLD30 quarters

IYLD
30 quarters