BridgePort Financial Solutions’s iShares Defense Industrials Active ETF IDEF Stock Holding History

BridgePort Financial Solutions’s Portfolio IDEF Stock Details IDEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$810K	Buy	+24,761	New	+$862K	0.23%	86

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

BridgePort Financial Solutions's IDEF Position: Q1 2026 in Review

BridgePort Financial Solutions opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q1 2026: 24,761 shares worth $810K. The stake represents 0.23% of the portfolio and ranks #86 among its holdings.

219 funds tracked by Wall St. Rank hold IDEF as of Q1 2026.

BridgePort Financial Solutions held 24,761 shares of iShares Defense Industrials Active ETF worth $810K as of Q1 2026.
iShares Defense Industrials Active ETF was a new BridgePort Financial Solutions position in Q1 2026.
iShares Defense Industrials Active ETF made up 0.23% of BridgePort Financial Solutions's portfolio in Q1 2026, its #86 holding.
219 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.