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

Patriot Financial Group Insurance Agency’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 Q3	$5.74M	Buy
2025 Q2	$5.17M	Buy
2025 Q1	$4.68M	Buy
2024 Q4	$3.89M	Buy
2024 Q3	$2.72M	Buy