Tempus Wealth Planning
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Tempus Wealth Planning’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Tempus Wealth Planning’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
Q3 		$244K Buy
+7,821
New +$256K 0.05% 256

Other funds holding IDEF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Tempus Wealth Planning's IDEF Position: Q3 2026 in Review

Tempus Wealth Planning opened a new position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q3 2026: 7,821 shares worth $244K. The stake represents 0.05% of the portfolio and ranks #256 among its holdings.

226 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Tempus Wealth Planning held 7,821 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $244K as of Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF was a new Tempus Wealth Planning position in Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.05% of Tempus Wealth Planning's portfolio in Q3 2026, its #256 holding.
  • 226 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.