B.O.S.S. Retirement Advisors, LLC
PensionPosition in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1964810
Lehi, UT
Position in BAI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,747,239
+$82,407 QoQ
Shares Held
83,376
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.83%
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 | $2,747,239 | 83,376 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,664,832 | 80,025 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,058,960 | 31,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $217,730 | 7,547 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||