Triad Wealth Partners’s iShares International Dividend Active ETF BIDD Stock Holding History

Triad Wealth Partners’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	-45,514	Closed	-$1.27M	–	487
2025 Q3	$1.27M	Buy	45,514 +13,596	+43%	+$370K	0.16%	97
2025 Q2	$871K	Buy	31,918 +7,146	+29%	+$188K	0.18%	98
2025 Q1	$641K	Buy	24,772 +13,218	+114%	+$343K	0.2%	86
2024 Q4	$285K	Buy	+11,554	New	+$293K	0.1%	141

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

Triad Wealth Partners's BIDD Position: Q4 2025 in Review

Triad Wealth Partners sold out of iShares International Dividend Active ETF (BIDD) in Q4 2025, closing a stake of 45,514 shares — an estimated $1.27M sold.

Triad Wealth Partners first reported a position in BIDD in Q4 2024 and held it in 4 quarters. The position peaked at $1.27M in Q3 2025. 91 funds tracked by Wall St. Rank hold BIDD as of Q4 2025.

Triad Wealth Partners reported no remaining iShares International Dividend Active ETF position as of Q4 2025 after selling out during the quarter.
Triad Wealth Partners sold 45,514 iShares International Dividend Active ETF shares in Q4 2025, an estimated $1.27M.
Triad Wealth Partners first reported a position in iShares International Dividend Active ETF in Q4 2024 and held it in 4 quarters.
Triad Wealth Partners's iShares International Dividend Active ETF position peaked at $1.27M in Q3 2025.
91 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.