Better Money Decisions’s iShares Core High Dividend ETF HDV Stock Holding History

Better Money Decisions’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 Q4	–	Sell	-1,780	Closed	-$34K	–	281
2021 Q3	$34K	Hold	1,780	–	–	0.03%	196
2021 Q2	$34K	Buy	1,780 +15	+0.8%	+$291	0.03%	188
2021 Q1	$34K	Buy	+1,765	New	+$32.2K	0.04%	156

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

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

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

CVS Health Woonsocket, Rhode Island $212M AUM 19.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Better Money Decisions's HDV Position: Q4 2021 in Review

Better Money Decisions sold out of iShares Core High Dividend ETF (HDV) in Q4 2021, closing a stake of 1,780 shares — an estimated $34K sold.

Better Money Decisions first reported a position in HDV in Q1 2021 and held it in 3 quarters. The position peaked at $34K in Q3 2021. 582 funds tracked by Wall St. Rank hold HDV as of Q4 2021.

Better Money Decisions reported no remaining iShares Core High Dividend ETF position as of Q4 2021 after selling out during the quarter.
Better Money Decisions sold 1,780 iShares Core High Dividend ETF shares in Q4 2021, an estimated $34K.
Better Money Decisions first reported a position in iShares Core High Dividend ETF in Q1 2021 and held it in 3 quarters.
Better Money Decisions's iShares Core High Dividend ETF position peaked at $34K in Q3 2021.
582 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.