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BOLTON SECURITIES CORPORATION’s iShares US Utilities ETF IDU Stock Holding History

BOLTON SECURITIES CORPORATION’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
2026
Q1 		$776K Buy
+6,685
New +$760K 0.04% 420
2025
Q3 		$770K Buy
+6,944
New +$749K 0.04% 410
2025
Q1 		$672K Buy
+6,629
New +$662K 0.04% 417

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists Coeur D Alene, Idaho $642M AUM 23.05% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IDU Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares US Utilities ETF (IDU) in Q1 2026: 6,685 shares worth $776K. The stake represents 0.04% of the portfolio and ranks #420 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IDU as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IDU in Q1 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 6,685 shares of iShares US Utilities ETF worth $776K as of Q1 2026.
  • iShares US Utilities ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares US Utilities ETF made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #420 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.