Team Financial Group, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1845163
TEMECULA, CA
Position in BAI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$48,502
+$16,401 QoQ
Shares Held
1,472
+52.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $48,502 | 1,472 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $32,101 | 964 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $20,632 | 604 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $14,771 | 512 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||