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

SHP 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
Q1 		$124K Buy
4,021
+112
+3% +$3.56K 0.01% 345
2025
Q4 		$124K Buy
+3,909
New +$124K 0.01% 320

Other funds holding BALI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

SHP Wealth Management's BALI Position: Q1 2026 in Review

SHP Wealth Management increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 2.9% in Q1 2026, buying an estimated $3.56K and bringing the position to 4,021 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #345.

SHP Wealth Management first reported a position in BALI in Q4 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold BALI as of Q1 2026.

  • SHP Wealth Management held 4,021 shares of iShares U.S. Large Cap Premium Income Active ETF worth $124K as of Q1 2026.
  • SHP Wealth Management bought 112 iShares U.S. Large Cap Premium Income Active ETF shares in Q1 2026, an estimated $3.56K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #345 holding.
  • SHP Wealth Management first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.