Avantax Advisory Services’s iShares International Dividend Active ETF BIDD Stock Holding History

Avantax Advisory Services’s Portfolio BIDD Stock Details BIDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.62M	Buy	59,231 +3,727	+7%	+$98.2K	0.01%	907
2025 Q1	$1.44M	Sell	55,504 -55,053	-50%	-$1.43M	0.01%	916
2024 Q4	$2.73M	Buy	+110,557	New	+$2.8M	0.02%	590

Other funds holding BIDD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

MCA

Midwest Capital Advisors Grand Rapids, Michigan $214M AUM 17.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Avantax Advisory Services's BIDD Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares International Dividend Active ETF (BIDD) stake by 6.7% in Q2 2025, buying an estimated $98.2K and bringing the position to 59,231 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #907.

Avantax Advisory Services first reported a position in BIDD in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.73M in Q4 2024. 99 funds tracked by Wall St. Rank hold BIDD as of Q2 2025.

Avantax Advisory Services held 59,231 shares of iShares International Dividend Active ETF worth $1.62M as of Q2 2025.
Avantax Advisory Services bought 3,727 iShares International Dividend Active ETF shares in Q2 2025, an estimated $98.2K.
iShares International Dividend Active ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #907 holding.
Avantax Advisory Services first reported a position in iShares International Dividend Active ETF in Q4 2024 and has held it in 3 quarters since.
Avantax Advisory Services's iShares International Dividend Active ETF position peaked at $2.73M in Q4 2024.
99 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.