Destination Wealth Management
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1278573
WALNUT CREEK, CA
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$77,234,589
+$28,509,777 QoQ
Shares Held
1,464,996
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.69%
of 13F equity value
Holder Rank
#17
of 180 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,234,589 | 1,464,996 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,724,812 | 1,478,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,660,059 | 1,401,203 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||