Concourse Financial Group Securities’s iShares International Dividend Active ETF BIDD Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-11,832	Closed	-$305K	–	2219
2024 Q4	$305K	Buy	+11,832	New	+$300K	0.02%	609

Other funds holding BIDD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

MCA

Midwest Capital Advisors Grand Rapids, Michigan $214M AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concourse Financial Group Securities's BIDD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares International Dividend Active ETF (BIDD) in Q1 2025, closing a stake of 11,832 shares — an estimated $305K sold.

Concourse Financial Group Securities first reported a position in BIDD in Q4 2024 and held it in 1 quarter. The position peaked at $305K in Q4 2024. 100 funds tracked by Wall St. Rank hold BIDD as of Q1 2025.

Concourse Financial Group Securities reported no remaining iShares International Dividend Active ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 11,832 iShares International Dividend Active ETF shares in Q1 2025, an estimated $305K.
Concourse Financial Group Securities first reported a position in iShares International Dividend Active ETF in Q4 2024 and held it in 1 quarter.
Concourse Financial Group Securities's iShares International Dividend Active ETF position peaked at $305K in Q4 2024.
100 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.