BA
HDV

Bellwether Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-300
Closed -$5K – 571
2021
Q2 		$5K Buy
+300
New +$5.83K ﹤0.01% 319

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bellwether Advisors's HDV Position: Q3 2021 in Review

Bellwether Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2021, closing a stake of 300 shares — an estimated $5K sold.

Bellwether Advisors first reported a position in HDV in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 521 funds tracked by Wall St. Rank hold HDV as of Q3 2021.

  • Bellwether Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2021 after selling out during the quarter.
  • Bellwether Advisors sold 300 iShares Core High Dividend ETF shares in Q3 2021, an estimated $5K.
  • Bellwether Advisors first reported a position in iShares Core High Dividend ETF in Q2 2021 and held it in 1 quarter.
  • Bellwether Advisors's iShares Core High Dividend ETF position peaked at $5K in Q2 2021.
  • 521 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2021.

Based on Bellwether Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.