KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2035883
Dublin, OH
Position in BAI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$7,936,304
+$530,318 QoQ
Shares Held
240,859
+8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.37%
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 | $7,936,304 | 240,859 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,405,986 | 222,402 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,319,292 | 184,991 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,368,123 | 82,084 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||