Horst & Graben Wealth Management’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Horst & Graben Wealth Management’s Portfolio IDEF Stock Details IDEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,870	Closed	-$260K	–	208
2026 Q1	$260K	Buy	+7,870	New	+$274K	0.04%	171

Other funds holding IDEF

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Horst & Graben Wealth Management's IDEF Position: Q2 2026 in Review

Horst & Graben Wealth Management sold out of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q2 2026, closing a stake of 7,870 shares — an estimated $260K sold.

Horst & Graben Wealth Management first reported a position in IDEF in Q1 2026 and held it in 1 quarter. The position peaked at $260K in Q1 2026. 278 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Horst & Graben Wealth Management reported no remaining BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position as of Q2 2026 after selling out during the quarter.
Horst & Graben Wealth Management sold 7,870 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $260K.
Horst & Graben Wealth Management first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q1 2026 and held it in 1 quarter.
Horst & Graben Wealth Management's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $260K in Q1 2026.
278 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.