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

ShoreHaven Wealth Partners’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	$1.12M	Sell
2025 Q2	$1.1M	Buy
2025 Q1	$377K	Sell
2024 Q4	$614K	Buy