Abound Wealth Management
HDV icon

Abound Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Abound Wealth Management’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.23K Hold
330
– – ﹤0.01% 557
2026
Q2 		$9.05K Buy
+330
New +$8.98K ﹤0.01% 487
2022
Q4 		– Sell
-225
Closed -$4.11K – 756
2022
Q3 		$4.11K Buy
+225
New +$4.55K ﹤0.01% 387

Other funds holding HDV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Abound Wealth Management's HDV Position: Q3 2026 in Review

Abound Wealth Management held its iShares Core High Dividend ETF (HDV) position steady in Q3 2026 at 330 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Abound Wealth Management first reported a position in HDV in Q3 2022 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Abound Wealth Management held 330 shares of iShares Core High Dividend ETF worth $9.23K as of Q3 2026.
  • Abound Wealth Management left its iShares Core High Dividend ETF share count unchanged in Q3 2026.
  • iShares Core High Dividend ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #557 holding.
  • Abound Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2022 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.