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Global Retirement Partners’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Global Retirement Partners’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
Q2 		$105K Buy
+3,098
New +$102K ﹤0.01% 2026
2025
Q4 		$71.4K Sell
2,254
-121
-5% -$3.83K ﹤0.01% 2124
2025
Q3 		$75.4K Buy
2,375
+256
+12% +$7.89K ﹤0.01% 1670
2025
Q2 		$63.8K Buy
+2,119
New +$60.3K ﹤0.01% 1642
2024
Q4 		$37.8K Buy
+1,251
New +$38.5K ﹤0.01% 1754

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Global Retirement Partners's BALI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q2 2026: 3,098 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #2026 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BALI as recently as Q4 2025.

Global Retirement Partners first reported a position in BALI in Q4 2024 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Global Retirement Partners held 3,098 shares of iShares U.S. Large Cap Premium Income Active ETF worth $105K as of Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2026 holding.
  • Global Retirement Partners first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and has held it in 5 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.