Beacon Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Beacon Financial Group’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
2025 Q3	$275K	Sell
2025 Q2	$277K	Buy
2025 Q1	$230K	Buy
2024 Q4	–	Sell
2024 Q3	$229K	Buy
2024 Q2	$212K	Buy
2024 Q1	$207K	Buy
2021 Q3	–	Sell
2021 Q2	$7.25M	Buy