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

Triad 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	$1.62M	Buy
2025 Q2	$1.09M	Buy
2025 Q1	$488K	Buy
2024 Q4	$288K	Buy