Bank of America
GARP

Bank of America’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Bank of America’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.9M Buy
546,192
+186,930
+52% +$12.7M ﹤0.01% 1903
2025
Q4 		$24.5M Buy
359,262
+30,986
+9% +$2.09M ﹤0.01% 2120
2025
Q3 		$21.5M Buy
328,276
+152,708
+87% +$9.54M ﹤0.01% 2552
2025
Q2 		$10.6M Buy
175,568
+14,646
+9% +$797K ﹤0.01% 3180
2025
Q1 		$8.21M Buy
+160,922
New +$9M ﹤0.01% 3336

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America's GARP Position: Q1 2026 in Review

Bank of America increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 52% in Q1 2026, buying an estimated $12.7M and bringing the position to 546,192 shares worth $34.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Bank of America first reported a position in GARP in Q1 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Bank of America held 546,192 shares of iShares MSCI USA Quality GARP ETF worth $34.9M as of Q1 2026.
  • Bank of America bought 186,930 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $12.7M.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1903 holding.
  • Bank of America first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 5 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.