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Vision Retirement’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Vision Retirement’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 		$376K Buy
11,121
+713
+7% +$23.6K 0.09% 100
2026
Q1 		$321K Sell
10,408
-2,821
-21% -$89.7K 0.09% 101
2025
Q4 		$419K Buy
+13,229
New +$418K 0.11% 94

Other funds holding BALI

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vision Retirement's BALI Position: Q2 2026 in Review

Vision Retirement increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 6.9% in Q2 2026, buying an estimated $23.6K and bringing the position to 11,121 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #100.

Vision Retirement first reported a position in BALI in Q4 2025 and has held it in 3 quarters since. The position peaked at $419K in Q4 2025. 172 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Vision Retirement held 11,121 shares of iShares U.S. Large Cap Premium Income Active ETF worth $376K as of Q2 2026.
  • Vision Retirement bought 713 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $23.6K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.09% of Vision Retirement's portfolio in Q2 2026, its #100 holding.
  • Vision Retirement first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares U.S. Large Cap Premium Income Active ETF position peaked at $419K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.