Cypress Wealth Services’s iShares US Utilities ETF IDU Stock Holding History

Cypress Wealth Services’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
2023 Q1	–	Sell	-2,688	Closed	-$233K	–	254
2022 Q4	$233K	Buy	2,688 +11	+0.4%	+$923	0.07%	207
2022 Q3	$211K	Buy	2,677 +10	+0.4%	+$900	0.07%	205
2022 Q2	$228K	Buy	+2,667	New	+$236K	0.07%	201
2020 Q2	–	Sell	-5,080	Closed	-$351K	–	279
2020 Q1	$351K	Hold	5,080	–	–	0.1%	162
2019 Q4	$412K	Hold	5,080	–	–	0.1%	156
2019 Q3	$414K	Hold	5,080	–	–	0.11%	149
2019 Q2	$383K	Hold	5,080	–	–	0.11%	159
2019 Q1	$374K	Hold	5,080	–	–	0.12%	152
2018 Q4	$341K	Hold	5,080	–	–	0.14%	140
2018 Q3	$341K	Hold	5,080	–	–	0.12%	152
2018 Q2	$335K	Sell	5,080 -4,000	-44%	-$255K	0.13%	156
2018 Q1	$579K	Hold	9,080	–	–	0.25%	100
2017 Q4	$603K	Buy	+9,080	New	+$624K	0.25%	98

Other funds holding IDU

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America

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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return