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

National Bank of Canada’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	$28.9K	Hold	1,336	–	–	﹤0.01%	2100
2025 Q4	$28.5K	Hold	1,336	–	–	﹤0.01%	2074
2025 Q3	$28.4K	Hold	1,336	–	–	﹤0.01%	2080
2025 Q2	$27.7K	Hold	1,336	–	–	﹤0.01%	2100
2025 Q1	$26.8K	Hold	1,336	–	–	﹤0.01%	2019
2024 Q4	$26K	Hold	1,336	–	–	﹤0.01%	2114
2024 Q3	$27.6K	Buy	+1,336	New	+$27K	﹤0.01%	1862
2022 Q4	–	Sell	-1,210	Closed	-$22K	–	2830
2022 Q3	$22K	Hold	1,210	–	–	﹤0.01%	1986
2022 Q2	$24K	Hold	1,210	–	–	﹤0.01%	2016
2022 Q1	$27K	Hold	1,210	–	–	﹤0.01%	2081
2021 Q4	$29K	Buy	+1,210	New	+$29K	﹤0.01%	2058

Other funds holding IYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Bank of Canada's IYLD Position: Q1 2026 in Review

National Bank of Canada held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q1 2026 at 1,336 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

National Bank of Canada first reported a position in IYLD in Q4 2021 and has held it in 11 quarters since. The position peaked at $29K in Q4 2021. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

National Bank of Canada held 1,336 shares of iShares Morningstar Multi-Asset Income ETF worth $28.9K as of Q1 2026.
National Bank of Canada left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q1 2026.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #2100 holding.
National Bank of Canada first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2021 and has held it in 11 quarters since.
National Bank of Canada's iShares Morningstar Multi-Asset Income ETF position peaked at $29K in Q4 2021.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.