LPL Financial
BALI icon

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

LPL Financial’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 		$56.5M Buy
1,832,787
+152,313
+9% +$4.84M 0.02% 857
2025
Q4 		$53.2M Buy
1,680,474
+412,857
+33% +$13.1M 0.01% 844
2025
Q3 		$40.2M Buy
1,267,617
+257,127
+25% +$7.92M 0.01% 951
2025
Q2 		$30.4M Buy
1,010,490
+437,126
+76% +$12.4M 0.01% 1020
2025
Q1 		$16.5M Buy
573,364
+86,107
+18% +$2.59M 0.01% 1270
2024
Q4 		$14.7M Buy
+487,257
New +$15M 0.01% 1263

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