Balboa Wealth Partners
Position in MAXJ — iShares Large Cap Max Buffer Jun ETF
CIK 1929008
SCOTTSDALE, AZ
All Filings in MAXJ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MAXJ | $1,514,923 | 53,797 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 MAXJ | $1,920,265 | 68,109 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 MAXJ | $2,099,720 | 74,859 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 MAXJ | $4,774,663 | 173,561 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 MAXJ | $4,722,871 | 183,128 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 MAXJ | $5,068,737 | 193,937 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 MAXJ | $5,269,602 | 202,755 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||