Envestnet Asset Management
BALI icon

Envestnet Asset Management’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Envestnet Asset Management’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
2026
Q1 		$57.3M Buy
1,860,701
+173,000
+10% +$5.5M 0.02% 739
2025
Q4 		$53.5M Buy
1,687,701
+102,689
+6% +$3.25M 0.02% 712
2025
Q3 		$50.3M Buy
1,585,012
+72,054
+5% +$2.22M 0.01% 769
2025
Q2 		$45.6M Buy
1,512,958
+600,501
+66% +$17.1M 0.01% 788
2025
Q1 		$26.3M Buy
912,457
+120,133
+15% +$3.62M 0.01% 1018
2024
Q4 		$24M Buy
792,324
+778,400
+5,590% +$23.9M 0.01% 1090
2024
Q3 		$423K Buy
+13,924
New +$412K ﹤0.01% 3625

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