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

OneDigital Investment 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
2025 Q2	$327K	Buy
2025 Q1	$303K	Buy
2024 Q4	$315K	Sell
2024 Q3	$518K	Buy
2024 Q2	$495K	Buy