WealthShield Partners, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1729303
CARY, NC
Position in BAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,335,988
+$1,273,254 QoQ
Shares Held
139,150
-24.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#61
of 180 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,335,988 | 139,150 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,062,734 | 183,998 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,770,956 | 173,302 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,324,724 | 155,876 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,918,726 | 66,507 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||