Stonebridge Financial Planning Group’s iShares US Utilities ETF IDU Stock Holding History

Stonebridge Financial Planning Group’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
2021 Q4	–	Sell	-50	Closed	-$4K	–	412
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	383
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	386
2021 Q1	$4K	Sell	50 -120	-71%	-$9.24K	﹤0.01%	395
2020 Q4	$13K	Hold	170	–	–	0.01%	309
2020 Q3	$13K	Sell	170 -150	-47%	-$11K	0.01%	298
2020 Q2	$23K	Hold	320	–	–	0.02%	246
2020 Q1	$23K	Hold	320	–	–	0.02%	234
2019 Q4	$26K	Buy	+320	New	+$25.5K	0.02%	222

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

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

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

RJFSA

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

Stonebridge Financial Planning Group's IDU Position: Q4 2021 in Review

Stonebridge Financial Planning Group sold out of iShares US Utilities ETF (IDU) in Q4 2021, closing a stake of 50 shares — an estimated $4K sold.

Stonebridge Financial Planning Group first reported a position in IDU in Q4 2019 and held it in 8 quarters. The position peaked at $26K in Q4 2019. 198 funds tracked by Wall St. Rank hold IDU as of Q4 2021.

Stonebridge Financial Planning Group reported no remaining iShares US Utilities ETF position as of Q4 2021 after selling out during the quarter.
Stonebridge Financial Planning Group sold 50 iShares US Utilities ETF shares in Q4 2021, an estimated $4K.
Stonebridge Financial Planning Group first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 8 quarters.
Stonebridge Financial Planning Group's iShares US Utilities ETF position peaked at $26K in Q4 2019.
198 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2021, filed 2 Feb 2022.