CFML
BIDD

COMPASS FINANCIAL MANAGEMENT LLC’s iShares International Dividend Active ETF BIDD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio BIDD Stock Details BIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29K Buy
+43
New +$1.32K ﹤0.01% 1355

Other funds holding BIDD

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BIDD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares International Dividend Active ETF (BIDD) in Q2 2026: 43 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #1355 among its holdings.

64 funds tracked by Wall St. Rank hold BIDD as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 43 shares of iShares International Dividend Active ETF worth $1.29K as of Q2 2026.
  • iShares International Dividend Active ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares International Dividend Active ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1355 holding.
  • 64 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.