Bank of America
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Bank of America’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Bank of America’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 		$5.71M Buy
262,693
+24,992
+11% +$550K ﹤0.01% 3365
2025
Q4 		$5.09M Buy
237,701
+8,023
+3% +$171K ﹤0.01% 3374
2025
Q3 		$4.89M Buy
229,678
+26,528
+13% +$553K ﹤0.01% 4039
2025
Q2 		$4.22M Buy
203,150
+652
+0.3% +$13.2K ﹤0.01% 4072
2025
Q1 		$4.07M Buy
202,498
+51,786
+34% +$1.03M ﹤0.01% 4027
2024
Q4 		$2.94M Buy
150,712
+15,140
+11% +$305K ﹤0.01% 4105
2024
Q3 		$2.8M Buy
135,572
+56,805
+72% +$1.15M ﹤0.01% 4275
2024
Q2 		$1.56M Buy
78,767
+1,726
+2% +$34.2K ﹤0.01% 4612
2024
Q1 		$1.54M Sell
77,041
-173,028
-69% -$3.42M ﹤0.01% 4634
2023
Q4 		$5.03M Sell
250,069
-17,787
-7% -$341K ﹤0.01% 3552
2023
Q3 		$5.1M Sell
267,856
-5,900
-2% -$114K ﹤0.01% 3380
2023
Q2 		$5.34M Buy
273,756
+3,174
+1% +$61K ﹤0.01% 3336
2023
Q1 		$5.21M Buy
270,582
+164,915
+156% +$3.21M ﹤0.01% 3508
2022
Q4 		$2.01M Sell
105,667
-96,147
-48% -$1.82M ﹤0.01% 4250
2022
Q3 		$3.71M Sell
201,814
-4,059
-2% -$80.4K ﹤0.01% 3653
2022
Q2 		$4.08M Sell
205,873
-28,480
-12% -$594K ﹤0.01% 3617
2022
Q1 		$5.24M Sell
234,353
-7,631
-3% -$175K ﹤0.01% 3577
2021
Q4 		$5.82M Sell
241,984
-55,647
-19% -$1.33M ﹤0.01% 3506
2021
Q3 		$7.13M Buy
297,631
+9,893
+3% +$240K ﹤0.01% 3210
2021
Q2 		$6.96M Buy
287,738
+2,223
+0.8% +$53.1K ﹤0.01% 3209
2021
Q1 		$6.69M Sell
285,515
-98,996
-26% -$2.34M ﹤0.01% 3101
2020
Q4 		$9.26M Buy
384,511
+35,081
+10% +$814K ﹤0.01% 2552
2020
Q3 		$7.88M Buy
349,430
+5,531
+2% +$126K ﹤0.01% 2480
2020
Q2 		$7.63M Sell
343,899
-1,062
-0.3% -$22.6K ﹤0.01% 2467
2020
Q1 		$6.9M Sell
344,961
-208,102
-38% -$5.03M ﹤0.01% 2383
2019
Q4 		$14.1M Buy
553,063
+143,353
+35% +$3.6M ﹤0.01% 2215
2019
Q3 		$10.2M Buy
409,710
+16,248
+4% +$404K ﹤0.01% 2490
2019
Q2 		$9.89M Buy
393,462
+11,785
+3% +$291K ﹤0.01% 2571
2019
Q1 		$9.43M Buy
381,677
+29,208
+8% +$711K ﹤0.01% 2541
2018
Q4 		$8.21M Sell
352,469
-77,349
-18% -$1.85M ﹤0.01% 2498
2018
Q3 		$10.6M Buy
429,818
+37,333
+10% +$920K ﹤0.01% 2427
2018
Q2 		$9.64M Sell
392,485
-14,394
-4% -$356K ﹤0.01% 2510
2018
Q1 		$10.2M Buy
406,879
+22,333
+6% +$563K ﹤0.01% 2394
2017
Q4 		$9.93M Sell
384,546
-39,198
-9% -$1.01M ﹤0.01% 2454
2017
Q3 		$11M Buy
423,744
+13,176
+3% +$338K ﹤0.01% 2420
2017
Q2 		$10.5M Sell
410,568
-104,240
-20% -$2.65M ﹤0.01% 2320
2017
Q1 		$13M Buy
514,808
+84,654
+20% +$2.1M ﹤0.01% 2146
2016
Q4 		$10.5M Sell
430,154
-5,469
-1% -$134K ﹤0.01% 2279
2016
Q3 		$11M Buy
435,623
+1,103
+0.3% +$27.6K ﹤0.01% 2146
2016
Q2 		$10.8M Buy
434,520
+42,761
+11% +$1.04M ﹤0.01% 2111
2016
Q1 		$9.43M Sell
391,759
-17,652
-4% -$407K ﹤0.01% 2196
2015
Q4 		$9.53M Buy
409,411
+103,731
+34% +$2.46M ﹤0.01% 2298
2015
Q3 		$7.2M Buy
305,680
+95,295
+45% +$2.3M ﹤0.01% 2519
2015
Q2 		$5.19M Sell
210,385
-53,340
-20% -$1.36M ﹤0.01% 2554
2015
Q1 		$6.82M Buy
263,725
+45,690
+21% +$1.18M ﹤0.01% 2197
2014
Q4 		$5.59M Buy
+218,035
New +$5.69M ﹤0.01% 2461

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $2.08B AUM 38.95% 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 $511M AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of America increased its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 11% in Q1 2026, buying an estimated $550K and bringing the position to 262,693 shares worth $5.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

Bank of America first reported a position in IYLD in Q4 2014 and has held it in 46 quarters since. The position peaked at $14.1M in Q4 2019. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

  • Bank of America held 262,693 shares of iShares Morningstar Multi-Asset Income ETF worth $5.71M as of Q1 2026.
  • Bank of America bought 24,992 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $550K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3365 holding.
  • Bank of America first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and has held it in 46 quarters since.
  • Bank of America's iShares Morningstar Multi-Asset Income ETF position peaked at $14.1M in Q4 2019.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

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