First Command Bank’s iShares US Utilities ETF IDU Stock Holding History

First Command Bank’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 Q2	$15K	Sell	183 -184	-50%	-$15.3K	﹤0.01%	321
2023 Q1	$30.7K	Hold	367	–	–	﹤0.01%	262
2022 Q4	$32K	Buy	+367	New	+$30.8K	﹤0.01%	257

Other funds holding IDU

DWM

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

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

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

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

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

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

LIA

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

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

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

First Command Bank's IDU Position: Q2 2023 in Review

First Command Bank reduced its iShares US Utilities ETF (IDU) stake by 50% in Q2 2023, selling an estimated $15.3K and leaving 183 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

First Command Bank first reported a position in IDU in Q4 2022 and has held it in 3 quarters since. The position peaked at $32K in Q4 2022. 215 funds tracked by Wall St. Rank hold IDU as of Q2 2023.

First Command Bank held 183 shares of iShares US Utilities ETF worth $15K as of Q2 2023.
First Command Bank sold 184 iShares US Utilities ETF shares in Q2 2023, an estimated $15.3K.
iShares US Utilities ETF made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #321 holding.
First Command Bank first reported a position in iShares US Utilities ETF in Q4 2022 and has held it in 3 quarters since.
First Command Bank's iShares US Utilities ETF position peaked at $32K in Q4 2022.
215 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.