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

Boyd Watterson 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
2026 Q2	$9.05K	Hold	79	–	–	﹤0.01%	291
2026 Q1	$9.17K	Hold	79	–	–	﹤0.01%	287
2025 Q4	$8.56K	Hold	79	–	–	﹤0.01%	295
2025 Q3	$8.76K	Hold	79	–	–	﹤0.01%	293
2025 Q2	$8.26K	Hold	79	–	–	﹤0.01%	297
2025 Q1	$8.01K	Hold	79	–	–	﹤0.01%	308
2024 Q4	$7.6K	Sell	79 -1	-1%	-$101	﹤0.01%	321
2024 Q3	$8.16K	Hold	80	–	–	﹤0.01%	319
2024 Q2	$7.03K	Hold	80	–	–	﹤0.01%	327
2024 Q1	$6.76K	Hold	80	–	–	﹤0.01%	328
2023 Q4	$6.39K	Hold	80	–	–	﹤0.01%	324
2023 Q3	$5.89K	Hold	80	–	–	﹤0.01%	324
2023 Q2	$6.54K	Hold	80	–	–	﹤0.01%	322
2023 Q1	$6.7K	Hold	80	–	–	﹤0.01%	324
2022 Q4	$6.92K	Buy	+80	New	+$6.71K	﹤0.01%	325

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Boyd Watterson Asset Management's IDU Position: Q2 2026 in Review

Boyd Watterson Asset Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 79 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Boyd Watterson Asset Management first reported a position in IDU in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.17K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Boyd Watterson Asset Management held 79 shares of iShares US Utilities ETF worth $9.05K as of Q2 2026.
Boyd Watterson Asset Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #291 holding.
Boyd Watterson Asset Management first reported a position in iShares US Utilities ETF in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's iShares US Utilities ETF position peaked at $9.17K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.