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

Beaird Harris 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
2023 Q3	–	Sell	-5	Closed	-$80	–	464
2023 Q2	$80	Sell	5 -80	-94%	-$1.61K	﹤0.01%	449
2023 Q1	$1.69K	Buy	85 +5	+6%	+$103	﹤0.01%	385
2022 Q4	$1.72K	Sell	80 -645	-89%	-$13.2K	﹤0.01%	604
2022 Q3	$13K	Buy	+725	New	+$14.7K	﹤0.01%	260

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beaird Harris Wealth Management's HDV Position: Q3 2023 in Review

Beaird Harris Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2023, closing a stake of 5 shares — an estimated $80 sold.

Beaird Harris Wealth Management first reported a position in HDV in Q3 2022 and held it in 4 quarters. The position peaked at $13K in Q3 2022. 699 funds tracked by Wall St. Rank hold HDV as of Q3 2023.

Beaird Harris Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q3 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 5 iShares Core High Dividend ETF shares in Q3 2023, an estimated $80.
Beaird Harris Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2022 and held it in 4 quarters.
Beaird Harris Wealth Management's iShares Core High Dividend ETF position peaked at $13K in Q3 2022.
699 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.