Granite Bay Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Granite Bay Wealth Management’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
2024 Q1	–	Sell	-3,850	Closed	-$279K	–	169
2023 Q4	$279K	Sell	3,850 -18,200	-83%	-$1.39M	﹤0.01%	285
2023 Q3	$1.77M	Buy	+22,050	New	+$1.77M	0.02%	177

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

PCH

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

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

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

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

LIA

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Granite Bay Wealth Management's IDU Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of iShares US Utilities ETF (IDU) in Q1 2024, closing a stake of 3,850 shares — an estimated $279K sold.

Granite Bay Wealth Management first reported a position in IDU in Q3 2023 and held it in 2 quarters. The position peaked at $1.77M in Q3 2023. 206 funds tracked by Wall St. Rank hold IDU as of Q1 2024.

Granite Bay Wealth Management reported no remaining iShares US Utilities ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 3,850 iShares US Utilities ETF shares in Q1 2024, an estimated $279K.
Granite Bay Wealth Management first reported a position in iShares US Utilities ETF in Q3 2023 and held it in 2 quarters.
Granite Bay Wealth Management's iShares US Utilities ETF position peaked at $1.77M in Q3 2023.
206 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.