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

Synergy Investment 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 Q3	$306K	Buy
2025 Q2	–	Sell
2025 Q1	$181K	Buy
2024 Q4	$156K	Buy