Bingham Osborn & Scarborough’s iShares US Utilities ETF IDU Stock Holding History

Bingham Osborn & Scarborough’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	-13,472	Closed	-$1.06M	–	63
2021 Q3	$1.06M	Hold	13,472	–	–	0.07%	54
2021 Q2	$1.06M	Hold	13,472	–	–	0.07%	52
2021 Q1	$1.07M	Hold	13,472	–	–	0.08%	49
2020 Q4	$1.04M	Hold	13,472	–	–	0.08%	43
2020 Q3	$984K	Hold	13,472	–	–	0.07%	65
2020 Q2	$944K	Hold	13,472	–	–	0.08%	62
2020 Q1	$930K	Hold	13,472	–	–	0.09%	59
2019 Q4	$1.09M	Hold	13,472	–	–	0.09%	60
2019 Q3	$1.1M	Hold	13,472	–	–	0.1%	57
2019 Q2	$1.02M	Hold	13,472	–	–	0.09%	57
2019 Q1	$992K	Hold	13,472	–	–	0.09%	57
2018 Q4	$904K	Hold	13,472	–	–	0.09%	54
2018 Q3	$903K	Hold	13,472	–	–	0.08%	55
2018 Q2	$889K	Hold	13,472	–	–	0.08%	53
2018 Q1	$859K	Hold	13,472	–	–	0.08%	56
2017 Q4	$895K	Hold	13,472	–	–	0.08%	53
2017 Q3	$895K	Hold	13,472	–	–	0.08%	47
2017 Q2	$876K	Hold	13,472	–	–	0.08%	50
2017 Q1	$865K	Hold	13,472	–	–	0.09%	44
2016 Q4	$821K	Hold	13,472	–	–	0.09%	42
2016 Q3	$826K	Sell	13,472 -1,154	-8%	-$73.2K	0.09%	47
2016 Q2	$960K	Hold	14,626	–	–	0.11%	43
2016 Q1	$904K	Hold	14,626	–	–	0.11%	44
2015 Q4	$789K	Hold	14,626	–	–	0.1%	46
2015 Q3	$789K	Hold	14,626	–	–	0.1%	45
2015 Q2	$758K	Hold	14,626	–	–	0.09%	50
2015 Q1	$817K	Hold	14,626	–	–	0.1%	48
2014 Q4	$865K	Hold	14,626	–	–	0.1%	45
2014 Q3	$770K	Hold	14,626	–	–	0.1%	50
2014 Q2	$814K	Hold	14,626	–	–	0.11%	39
2014 Q1	$762K	Hold	14,626	–	–	0.11%	41
2013 Q4	$701K	Hold	14,626	–	–	0.1%	45
2013 Q3	$687K	Hold	14,626	–	–	0.11%	43
2013 Q2	$692K	Buy	+14,626	New	+$714K	0.12%	40

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

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

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

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

Bingham Osborn & Scarborough's IDU Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of iShares US Utilities ETF (IDU) in Q4 2021, closing a stake of 13,472 shares — an estimated $1.06M sold.

Bingham Osborn & Scarborough first reported a position in IDU in Q2 2013 and held it in 34 quarters. The position peaked at $1.1M in Q3 2019. 198 funds tracked by Wall St. Rank hold IDU as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining iShares US Utilities ETF position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 13,472 iShares US Utilities ETF shares in Q4 2021, an estimated $1.06M.
Bingham Osborn & Scarborough first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 34 quarters.
Bingham Osborn & Scarborough's iShares US Utilities ETF position peaked at $1.1M in Q3 2019.
198 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.