Eastern Bank’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Eastern Bank’s Portfolio BAI Stock Details BAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-35	Closed	-$1.01K	–	1054
2025 Q2	$1.01K	Buy	+35	New	+$857	﹤0.01%	896

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Eastern Bank's BAI Position: Q3 2025 in Review

Eastern Bank sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2025, closing a stake of 35 shares — an estimated $1.01K sold.

Eastern Bank first reported a position in BAI in Q2 2025 and held it in 1 quarter. The position peaked at $1.01K in Q2 2025. 383 funds tracked by Wall St. Rank hold BAI as of Q3 2025.

Eastern Bank reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q3 2025 after selling out during the quarter.
Eastern Bank sold 35 iShares A.I. Innovation and Tech Active ETF shares in Q3 2025, an estimated $1.01K.
Eastern Bank first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and held it in 1 quarter.
Eastern Bank's iShares A.I. Innovation and Tech Active ETF position peaked at $1.01K in Q2 2025.
383 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2025.

Based on Eastern Bank's 13F filing for Q3 2025, filed 27 Oct 2025.