Vertex Planning Partners’s iShares International Dividend Active ETF BIDD Stock Holding History

Vertex Planning 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
2026 Q1	$15.2M	Buy	535,009 +16,656	+3%	+$497K	2.95%	8
2025 Q4	$14.9M	Buy	518,353 +16,251	+3%	+$461K	3.47%	8
2025 Q3	$14.1M	Buy	502,102 +22,315	+5%	+$608K	2.69%	6
2025 Q2	$13.1M	Buy	479,787 +6,639	+1%	+$175K	2.73%	7
2025 Q1	$12.2M	Buy	473,148 +19,211	+4%	+$499K	2.67%	9
2024 Q4	$11.2M	Buy	+453,937	New	+$11.5M	2.47%	9

Other funds holding BIDD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vertex Planning Partners's BIDD Position: Q1 2026 in Review

Vertex Planning Partners increased its iShares International Dividend Active ETF (BIDD) stake by 3.2% in Q1 2026, buying an estimated $497K and bringing the position to 535,009 shares worth $15.2M. The position accounts for 2.95% of the portfolio, ranked #8.

Vertex Planning Partners first reported a position in BIDD in Q4 2024 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold BIDD as of Q1 2026.

Vertex Planning Partners held 535,009 shares of iShares International Dividend Active ETF worth $15.2M as of Q1 2026.
Vertex Planning Partners bought 16,656 iShares International Dividend Active ETF shares in Q1 2026, an estimated $497K.
iShares International Dividend Active ETF made up 2.95% of Vertex Planning Partners's portfolio in Q1 2026, its #8 holding.
Vertex Planning Partners first reported a position in iShares International Dividend Active ETF in Q4 2024 and has held it in 6 quarters since.
87 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.