WI
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WBI Investments’s iShares US Utilities ETF IDU Stock Holding History

WBI Investments’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
2022
Q2 		– Sell
-5,955
Closed -$532K – 151
2022
Q1 		$532K Buy
5,955
+1,213
+26% +$103K 0.09% 141
2021
Q4 		$410K Sell
4,742
-2,311
-33% -$193K 0.07% 146
2021
Q3 		$550K Buy
7,053
+1,331
+23% +$110K 0.09% 127
2021
Q2 		$449K Sell
5,722
-2,815
-33% -$228K 0.07% 128
2021
Q1 		$679K Buy
8,537
+5,527
+184% +$426K 0.11% 121
2020
Q4 		$234K Buy
+3,010
New +$235K 0.04% 162

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

WBI Investments's IDU Position: Q2 2022 in Review

WBI Investments sold out of iShares US Utilities ETF (IDU) in Q2 2022, closing a stake of 5,955 shares — an estimated $532K sold.

WBI Investments first reported a position in IDU in Q4 2020 and held it in 6 quarters. The position peaked at $679K in Q1 2021. 224 funds tracked by Wall St. Rank hold IDU as of Q2 2022.

  • WBI Investments reported no remaining iShares US Utilities ETF position as of Q2 2022 after selling out during the quarter.
  • WBI Investments sold 5,955 iShares US Utilities ETF shares in Q2 2022, an estimated $532K.
  • WBI Investments first reported a position in iShares US Utilities ETF in Q4 2020 and held it in 6 quarters.
  • WBI Investments's iShares US Utilities ETF position peaked at $679K in Q1 2021.
  • 224 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2022.

Based on WBI Investments's 13F filing for Q2 2022, filed 25 Jul 2022.