BFS
HDV

Bard Financial Services’s iShares Core High Dividend ETF HDV Stock Holding History

Bard Financial Services’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
2023
Q3 		– Sell
-11,125
Closed -$224K – 256
2023
Q2 		$224K Buy
+11,125
New +$224K 0.02% 285

Other funds holding HDV

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bard Financial Services's HDV Position: Q3 2023 in Review

Bard Financial Services sold out of iShares Core High Dividend ETF (HDV) in Q3 2023, closing a stake of 11,125 shares — an estimated $224K sold.

Bard Financial Services first reported a position in HDV in Q2 2023 and held it in 1 quarter. The position peaked at $224K in Q2 2023. 699 funds tracked by Wall St. Rank hold HDV as of Q3 2023.

  • Bard Financial Services reported no remaining iShares Core High Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Bard Financial Services sold 11,125 iShares Core High Dividend ETF shares in Q3 2023, an estimated $224K.
  • Bard Financial Services first reported a position in iShares Core High Dividend ETF in Q2 2023 and held it in 1 quarter.
  • Bard Financial Services's iShares Core High Dividend ETF position peaked at $224K in Q2 2023.
  • 699 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.