Bauman Advisory Group’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
Bauman Advisory Group's HDV Position: Q2 2026 in Review
Bauman Advisory Group increased its iShares Core High Dividend ETF (HDV) stake by 20% in Q2 2026, buying an estimated $287K and bringing the position to 62,313 shares worth $1.71M. The position accounts for 0.9% of the portfolio, ranked #22.
Bauman Advisory Group first reported a position in HDV in Q1 2026 and has held it in 2 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Bauman Advisory Group held 62,313 shares of iShares Core High Dividend ETF worth $1.71M as of Q2 2026.
- Bauman Advisory Group bought 10,558 iShares Core High Dividend ETF shares in Q2 2026, an estimated $287K.
- iShares Core High Dividend ETF made up 0.9% of Bauman Advisory Group's portfolio in Q2 2026, its #22 holding.
- Bauman Advisory Group first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
- 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.