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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Cypress Wealth Services's IDU Position: Q1 2023 in Review

Cypress Wealth Services sold out of iShares US Utilities ETF (IDU) in Q1 2023, closing a stake of 2,688 shares — an estimated $233K sold.

Cypress Wealth Services first reported a position in IDU in Q4 2017 and held it in 13 quarters. The position peaked at $603K in Q4 2017. 218 funds tracked by Wall St. Rank hold IDU as of Q1 2023.

Cypress Wealth Services reported no remaining iShares US Utilities ETF position as of Q1 2023 after selling out during the quarter.
Cypress Wealth Services sold 2,688 iShares US Utilities ETF shares in Q1 2023, an estimated $233K.
Cypress Wealth Services first reported a position in iShares US Utilities ETF in Q4 2017 and held it in 13 quarters.
Cypress Wealth Services's iShares US Utilities ETF position peaked at $603K in Q4 2017.
218 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2023.

Based on Cypress Wealth Services's 13F filing for Q1 2023, filed 7 Apr 2023.