Hobbs Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2019202
ZIONSVILLE, IN
Position in BAI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,380,900
+$18,834 QoQ
Shares Held
132,956
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
91.58%
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 | $4,380,900 | 132,956 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,362,066 | 130,993 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,401,891 | 128,861 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,743,780 | 60,443 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||