Reby Advisors’s iShares US Utilities ETF IDU Stock Holding History

Reby Advisors’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
2020 Q4	$12K	Buy	+150	New	+$11.7K	﹤0.01%	400

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KFS

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

LIA

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

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

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

Reby Advisors's IDU Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares US Utilities ETF (IDU) in Q4 2020: 150 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings.

187 funds tracked by Wall St. Rank hold IDU as of Q4 2020.

Reby Advisors held 150 shares of iShares US Utilities ETF worth $12K as of Q4 2020.
iShares US Utilities ETF was a new Reby Advisors position in Q4 2020.
iShares US Utilities ETF made up ﹤0.01% of Reby Advisors's portfolio in Q4 2020, its #400 holding.
187 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.