Bedel Financial Consulting’s iShares Core High Dividend ETF HDV Stock Holding History

Bedel Financial Consulting’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
2021 Q2	–	Sell	-535	Closed	-$10K	–	986
2021 Q1	$10K	Buy	+535	New	+$9.76K	﹤0.01%	637
2018 Q2	–	Sell	-2,300	Closed	-$39K	–	700
2018 Q1	$39K	Buy	+2,300	New	+$40.6K	0.03%	297

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

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

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 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

Bedel Financial Consulting's HDV Position: Q2 2021 in Review

Bedel Financial Consulting sold out of iShares Core High Dividend ETF (HDV) in Q2 2021, closing a stake of 535 shares — an estimated $10K sold.

Bedel Financial Consulting first reported a position in HDV in Q1 2018 and held it in 2 quarters. The position peaked at $39K in Q1 2018. 515 funds tracked by Wall St. Rank hold HDV as of Q2 2021.

Bedel Financial Consulting reported no remaining iShares Core High Dividend ETF position as of Q2 2021 after selling out during the quarter.
Bedel Financial Consulting sold 535 iShares Core High Dividend ETF shares in Q2 2021, an estimated $10K.
Bedel Financial Consulting first reported a position in iShares Core High Dividend ETF in Q1 2018 and held it in 2 quarters.
Bedel Financial Consulting's iShares Core High Dividend ETF position peaked at $39K in Q1 2018.
515 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2021.

Based on Bedel Financial Consulting's 13F filing for Q2 2021, filed 3 Aug 2021.