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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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	$1.05M	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%	-$70.8K	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	+$692K	0.12%	40