Bard Financial Services’s iShares US Utilities ETF IDU Stock Holding History

Bard Financial Services’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
2023 Q3	–	Sell	-4,700	Closed	-$384K	–	260
2023 Q2	$384K	Hold	4,700	–	–	0.03%	235
2023 Q1	$393K	Hold	4,700	–	–	0.03%	231
2022 Q4	$407K	Hold	4,700	–	–	0.03%	215
2022 Q3	$381K	Hold	4,700	–	–	0.04%	216
2022 Q2	$402K	Hold	4,700	–	–	0.04%	213
2022 Q1	$428K	Hold	4,700	–	–	0.03%	208
2021 Q4	$416K	Hold	4,700	–	–	0.03%	202
2021 Q3	$371K	Hold	4,700	–	–	0.03%	203
2021 Q2	$369K	Hold	4,700	–	–	0.03%	207
2021 Q1	$374K	Hold	4,700	–	–	0.04%	201
2020 Q4	$365K	Buy	+4,700	New	+$366K	0.04%	195

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bard Financial Services's IDU Position: Q3 2023 in Review

Bard Financial Services sold out of iShares US Utilities ETF (IDU) in Q3 2023, closing a stake of 4,700 shares — an estimated $384K sold.

Bard Financial Services first reported a position in IDU in Q4 2020 and held it in 11 quarters. The position peaked at $428K in Q1 2022. 202 funds tracked by Wall St. Rank hold IDU as of Q3 2023.

Bard Financial Services reported no remaining iShares US Utilities ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 4,700 iShares US Utilities ETF shares in Q3 2023, an estimated $384K.
Bard Financial Services first reported a position in iShares US Utilities ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's iShares US Utilities ETF position peaked at $428K in Q1 2022.
202 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.