IYLD — ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF

Ownership history in Anchor Investment Management, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Anchor Investment Management, LLC reported a position in ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 371 — — 0.00% $8K $20.77
% of Fund (quarterly)    IYLD price (monthly, adj. close)

Other funds also holding IYLD

As of 2025 Q4 — sorted by position size

WIN ADVISORS, INC 3Y 0.39% Worth Financial Advisory Group, LLC 3Y 0.12% Tempus Wealth Planning, LLC 3Y 0.1% Kovack Advisors, Inc. 3Y 7Y 0.09% Perigon Wealth Management, LLC 3Y 7Y 0.03% First Heartland Consultants, Inc. 3Y 7Y 0.03% SMITHBRIDGE ASSET MANAGEMENT INC/DE 3Y 7Y 0.02% LVW Advisors, LLC 3Y 7Y 0.02% Grove Bank & Trust 3Y 7Y 0.01% IHT Wealth Management, LLC 3Y 7Y 0.01%
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