Beacon Financial Group’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Beacon Financial Group’s Portfolio BALI Stock Details BALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.88M	Sell
2025 Q2	$1.79M	Buy
2025 Q1	$1.27M	Sell
2024 Q4	$1.45M	Buy