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

Independent 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
2026
Q3 		$3.96M Buy
114,990
+9,410
+9% +$323K 0.07% 264
2026
Q2 		$3.57M Buy
105,580
+9,423
+10% +$312K 0.07% 299
2026
Q1 		$2.96M Buy
96,157
+14,344
+18% +$456K 0.07% 304
2025
Q4 		$2.59M Buy
81,813
+21,748
+36% +$688K 0.06% 328
2025
Q3 		$1.91M Buy
60,065
+6,044
+11% +$186K 0.05% 398
2025
Q2 		$1.63M Buy
54,021
+8,817
+20% +$251K 0.04% 396
2025
Q1 		$1.3M Buy
45,204
+31,896
+240% +$960K 0.04% 409
2024
Q4 		$403K Buy
+13,308
New +$409K 0.01% 779

Other funds holding BALI

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's BALI Position: Q3 2026 in Review

Independent Financial Group increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 8.9% in Q3 2026, buying an estimated $323K and bringing the position to 114,990 shares worth $3.96M. The position accounts for 0.07% of the portfolio, ranked #264.

Independent Financial Group first reported a position in BALI in Q4 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold BALI as of Q3 2026.

  • Independent Financial Group held 114,990 shares of iShares U.S. Large Cap Premium Income Active ETF worth $3.96M as of Q3 2026.
  • Independent Financial Group bought 9,410 iShares U.S. Large Cap Premium Income Active ETF shares in Q3 2026, an estimated $323K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.07% of Independent Financial Group's portfolio in Q3 2026, its #264 holding.
  • Independent Financial Group first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and has held it in 8 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.