Cornerstone Planning Group’s iShares International Dividend Active ETF BIDD Stock Holding History

Cornerstone Planning Group’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	$269K	Buy	9,050 +399	+5%	+$12.3K	0.03%	149
2026 Q1	$266K	Buy	8,651 +2,014	+30%	+$60.1K	0.04%	139
2025 Q4	$202K	Buy	+6,637	New	+$188K	0.03%	136
2025 Q2	–	Sell	-621	Closed	-$15.8K	–	1717
2025 Q1	$15.8K	Buy	+621	New	+$16.1K	﹤0.01%	459

Other funds holding BIDD

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

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

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Planning Group's BIDD Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares International Dividend Active ETF (BIDD) stake by 4.6% in Q2 2026, buying an estimated $12.3K and bringing the position to 9,050 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #149.

Cornerstone Planning Group first reported a position in BIDD in Q1 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold BIDD as of Q2 2026.

Cornerstone Planning Group held 9,050 shares of iShares International Dividend Active ETF worth $269K as of Q2 2026.
Cornerstone Planning Group bought 399 iShares International Dividend Active ETF shares in Q2 2026, an estimated $12.3K.
iShares International Dividend Active ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #149 holding.
Cornerstone Planning Group first reported a position in iShares International Dividend Active ETF in Q1 2025 and has held it in 4 quarters since.
89 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.