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

Tennessee Valley Asset Management 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
2026 Q2	$262K	Buy	+7,739	New	+$256K	0.03%	183
2025 Q4	–	Sell	-6,393	Closed	-$203K	–	193
2025 Q3	$203K	Buy	+6,393	New	+$197K	0.03%	168

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Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Tennessee Valley Asset Management Partners's BALI Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q2 2026: 7,739 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #183 among its holdings. This is a return to the name: Tennessee Valley Asset Management Partners previously reported a position in BALI as recently as Q3 2025.

Tennessee Valley Asset Management Partners first reported a position in BALI in Q3 2025 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

Tennessee Valley Asset Management Partners held 7,739 shares of iShares U.S. Large Cap Premium Income Active ETF worth $262K as of Q2 2026.
iShares U.S. Large Cap Premium Income Active ETF was a new Tennessee Valley Asset Management Partners position in Q2 2026.
iShares U.S. Large Cap Premium Income Active ETF made up 0.03% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #183 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q3 2025 and has held it in 2 quarters since.
136 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.