Northwestern Mutual Wealth Management’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Northwestern Mutual Wealth 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 Q2	$34.6M	Buy	1,021,583 +100,732	+11%	+$3.33M	0.02%	367
2026 Q1	$28.4M	Buy	920,851 +363,183	+65%	+$11.5M	0.02%	372
2025 Q4	$17.7M	Buy	557,668 +282,090	+102%	+$8.92M	0.01%	443
2025 Q3	$8.75M	Buy	275,578 +268,843	+3,992%	+$8.28M	0.01%	574
2025 Q2	$203K	Buy	6,735 +6,035	+862%	+$172K	﹤0.01%	1738
2025 Q1	$20.2K	Buy	+700	New	+$21.1K	﹤0.01%	2510

Other funds holding BALI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's BALI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 11% in Q2 2026, buying an estimated $3.33M and bringing the position to 1,021,583 shares worth $34.6M. The position accounts for 0.02% of the portfolio, ranked #367.

Northwestern Mutual Wealth Management first reported a position in BALI in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

Northwestern Mutual Wealth Management held 1,021,583 shares of iShares U.S. Large Cap Premium Income Active ETF worth $34.6M as of Q2 2026.
Northwestern Mutual Wealth Management bought 100,732 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $3.33M.
iShares U.S. Large Cap Premium Income Active ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #367 holding.
Northwestern Mutual Wealth Management first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2025 and has held it in 6 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 Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.