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

Smartleaf Asset 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
2025
Q4 		– Sell
-208
Closed -$6.59K – 3498
2025
Q3 		$6.59K Buy
+208
New +$6.41K ﹤0.01% 2278

Other funds holding BALI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smartleaf Asset Management's BALI Position: Q4 2025 in Review

Smartleaf Asset Management sold out of iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q4 2025, closing a stake of 208 shares — an estimated $6.59K sold.

Smartleaf Asset Management first reported a position in BALI in Q3 2025 and held it in 1 quarter. The position peaked at $6.59K in Q3 2025. 128 funds tracked by Wall St. Rank hold BALI as of Q4 2025.

  • Smartleaf Asset Management reported no remaining iShares U.S. Large Cap Premium Income Active ETF position as of Q4 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 208 iShares U.S. Large Cap Premium Income Active ETF shares in Q4 2025, an estimated $6.59K.
  • Smartleaf Asset Management first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q3 2025 and held it in 1 quarter.
  • Smartleaf Asset Management's iShares U.S. Large Cap Premium Income Active ETF position peaked at $6.59K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.