Milestone Asset Management »

Ishares Ai Invatn And Tec Act Etf shares owned by Milestone Asset Management

Quarter-by-quarter ownership of Ishares Ai Invatn And Tec Act Etf (BAI) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in Ishares Ai Invatn And Tec Act Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ai Invatn And Tec Act Etf held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ai Invatn And Tec Act Etf by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8M 86k 32.95

More positions owned by Milestone Asset Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Apple (AAPL)
Spdr Series Trust State Street Spd (FLRN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
NVIDIA Corporation (NVDA)
Bristol Myers Squibb (BMY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Milestone Asset Management

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Dynasty Wealth Management
Ameriprise Financial
Park Avenue Securities
Envestnet Portfolio Solutions
Mml Investors Services
CWM
Sagespring Wealth Partners
Cetera Investment Advisers
Janney Montgomery Scott
Goss Wealth Management
Bank of New York Mellon
Raymond James Financial
Merit Financial Group

View all funds holding Ishares Ai Invatn And Tec Act Etf