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Grove Bank & Trust’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Grove Bank & Trust’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 		$87.3K Hold
3,942
– – 0.01% 364
2026
Q1 		$85.7K Hold
3,942
– – 0.01% 361
2025
Q4 		$84.4K Hold
3,942
– – 0.01% 356
2025
Q3 		$83.9K Hold
3,942
– – 0.01% 355
2025
Q2 		$81.8K Hold
3,942
– – 0.01% 360
2025
Q1 		$79.2K Hold
3,942
– – 0.01% 344
2024
Q4 		$76.8K Hold
3,942
– – 0.01% 321
2024
Q3 		$81.4K Hold
3,942
– – 0.01% 315
2024
Q2 		$78.2K Hold
3,942
– – 0.01% 304
2024
Q1 		$78.6K Hold
3,942
– – 0.01% 318
2023
Q4 		$79.3K Hold
3,942
– – 0.01% 305
2023
Q3 		$75.1K Hold
3,942
– – 0.02% 315
2023
Q2 		$76.9K Hold
3,942
– – 0.02% 316
2023
Q1 		$75.9K Hold
3,942
– – 0.02% 324
2022
Q4 		$75K Buy
+3,942
New +$74.5K 0.02% 317

Other funds holding IYLD

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Grove Bank & Trust's IYLD Position: Q2 2026 in Review

Grove Bank & Trust held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q2 2026 at 3,942 shares worth $87.3K. The position accounts for 0.01% of the portfolio, ranked #364.

Grove Bank & Trust first reported a position in IYLD in Q4 2022 and has held it in 15 quarters since. 7 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • Grove Bank & Trust held 3,942 shares of iShares Morningstar Multi-Asset Income ETF worth $87.3K as of Q2 2026.
  • Grove Bank & Trust left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q2 2026.
  • iShares Morningstar Multi-Asset Income ETF made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #364 holding.
  • Grove Bank & Trust first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.