LifeGoal Wealth Advisors’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

LifeGoal Wealth Advisors’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	$346K	Buy	10,034 +35	+0.4%	+$1.2K	0.11%	113
2026 Q2	$338K	Buy	+9,999	New	+$331K	0.15%	87

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LifeGoal Wealth Advisors's BALI Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 0.35% in Q3 2026, buying an estimated $1.2K and bringing the position to 10,034 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #113.

LifeGoal Wealth Advisors first reported a position in BALI in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BALI as of Q3 2026.

LifeGoal Wealth Advisors held 10,034 shares of iShares U.S. Large Cap Premium Income Active ETF worth $346K as of Q3 2026.
LifeGoal Wealth Advisors bought 35 iShares U.S. Large Cap Premium Income Active ETF shares in Q3 2026, an estimated $1.2K.
iShares U.S. Large Cap Premium Income Active ETF made up 0.11% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #113 holding.
LifeGoal Wealth Advisors first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q2 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.