Synergy Investment Management’s iShares International Dividend Active ETF BIDD Stock Holding History

Synergy Investment Management’s Portfolio BIDD Stock Details BIDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,280	Closed	-$260K	–	138
2025 Q3	$260K	Buy	+9,280	New	+$253K	0.1%	112
2025 Q2	–	Sell	-8,774	Closed	-$227K	–	597
2025 Q1	$227K	Buy	8,774 +339	+4%	+$8.8K	0.09%	113
2024 Q4	$208K	Buy	+8,435	New	+$214K	0.09%	116

Other funds holding BIDD

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Synergy Investment Management's BIDD Position: Q4 2025 in Review

Synergy Investment Management sold out of iShares International Dividend Active ETF (BIDD) in Q4 2025, closing a stake of 9,280 shares — an estimated $260K sold.

Synergy Investment Management first reported a position in BIDD in Q4 2024 and held it in 3 quarters. The position peaked at $260K in Q3 2025. 91 funds tracked by Wall St. Rank hold BIDD as of Q4 2025.

Synergy Investment Management reported no remaining iShares International Dividend Active ETF position as of Q4 2025 after selling out during the quarter.
Synergy Investment Management sold 9,280 iShares International Dividend Active ETF shares in Q4 2025, an estimated $260K.
Synergy Investment Management first reported a position in iShares International Dividend Active ETF in Q4 2024 and held it in 3 quarters.
Synergy Investment Management's iShares International Dividend Active ETF position peaked at $260K in Q3 2025.
91 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q4 2025.

Based on Synergy Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.