Horst & Graben Wealth Management LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1818207
PORTLAND, OR
Position in BAI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$15,687,956
+$727,265 QoQ
Shares Held
476,114
+6.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,687,956 | 476,114 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $14,960,691 | 449,270 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,676,639 | 429,644 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,678,921 | 162,181 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||