Asset Dedication LLC’s iShares US Utilities ETF IDU Stock Holding History

Asset Dedication LLC’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.2K	Buy	+325	New	+$37.2K	﹤0.01%	539

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Asset Dedication LLC's IDU Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 325 shares worth $37.2K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings.

287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Asset Dedication LLC held 325 shares of iShares US Utilities ETF worth $37.2K as of Q2 2026.
iShares US Utilities ETF was a new Asset Dedication LLC position in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #539 holding.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.