Kentucky Farm Bureau Mutual Insurance’s iShares US Utilities ETF IDU Stock Holding History

Kentucky Farm Bureau Mutual Insurance’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
2019 Q3	–	Sell	-34,000	Closed	-$2.56M	–	84
2019 Q2	$2.56M	Hold	34,000	–	–	1.08%	27
2019 Q1	$2.5M	Hold	34,000	–	–	1.09%	28
2018 Q4	$2.28M	Hold	34,000	–	–	1.12%	23
2018 Q3	$2.28M	Hold	34,000	–	–	1.14%	28
2018 Q2	$2.24M	Hold	34,000	–	–	1.04%	29
2018 Q1	$2.17M	Hold	34,000	–	–	1.03%	32
2017 Q4	$2.26M	Hold	34,000	–	–	1.08%	27
2017 Q3	$2.26M	Hold	34,000	–	–	1.13%	25
2017 Q2	$2.21M	Hold	34,000	–	–	1.13%	27
2017 Q1	$2.18M	Hold	34,000	–	–	1.14%	27
2016 Q4	$2.07M	Hold	34,000	–	–	1.16%	27
2016 Q3	$2.08M	Hold	34,000	–	–	1.16%	27
2016 Q2	$2.23M	Hold	34,000	–	–	1.22%	26
2016 Q1	$2.1M	Buy	+34,000	New	+$1.96M	1.17%	29

Other funds holding IDU

DWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LIA

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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Kentucky Farm Bureau Mutual Insurance's IDU Position: Q3 2019 in Review

Kentucky Farm Bureau Mutual Insurance sold out of iShares US Utilities ETF (IDU) in Q3 2019, closing a stake of 34,000 shares — an estimated $2.56M sold.

Kentucky Farm Bureau Mutual Insurance first reported a position in IDU in Q1 2016 and held it in 14 quarters. The position peaked at $2.56M in Q2 2019. 164 funds tracked by Wall St. Rank hold IDU as of Q3 2019.

Kentucky Farm Bureau Mutual Insurance reported no remaining iShares US Utilities ETF position as of Q3 2019 after selling out during the quarter.
Kentucky Farm Bureau Mutual Insurance sold 34,000 iShares US Utilities ETF shares in Q3 2019, an estimated $2.56M.
Kentucky Farm Bureau Mutual Insurance first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 14 quarters.
Kentucky Farm Bureau Mutual Insurance's iShares US Utilities ETF position peaked at $2.56M in Q2 2019.
164 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2019.

Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q3 2019, filed 15 May 2026.