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Baldrige Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Baldrige Asset Management’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
2021
Q4 		– Sell
-153
Closed -$12K – 343
2021
Q3 		$12K Sell
153
-153
-50% -$12.6K 0.01% 268
2021
Q2 		$24K Buy
+306
New +$24.8K 0.01% 223

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baldrige Asset Management's IDU Position: Q4 2021 in Review

Baldrige Asset Management sold out of iShares US Utilities ETF (IDU) in Q4 2021, closing a stake of 153 shares — an estimated $12K sold.

Baldrige Asset Management first reported a position in IDU in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 198 funds tracked by Wall St. Rank hold IDU as of Q4 2021.

  • Baldrige Asset Management reported no remaining iShares US Utilities ETF position as of Q4 2021 after selling out during the quarter.
  • Baldrige Asset Management sold 153 iShares US Utilities ETF shares in Q4 2021, an estimated $12K.
  • Baldrige Asset Management first reported a position in iShares US Utilities ETF in Q2 2021 and held it in 2 quarters.
  • Baldrige Asset Management's iShares US Utilities ETF position peaked at $24K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2021.

Based on Baldrige Asset Management's 13F filing for Q4 2021, filed 27 Jan 2022.