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Biltmore Family Office’s iShares Core High Dividend ETF HDV Stock Holding History

Biltmore Family Office’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
2026
Q1 		– Sell
-9,355
Closed -$228K – 342
2025
Q4 		$228K Buy
+9,355
New +$228K 0.03% 212

Other funds holding HDV

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Biltmore Family Office's HDV Position: Q1 2026 in Review

Biltmore Family Office sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 9,355 shares — an estimated $228K sold.

Biltmore Family Office first reported a position in HDV in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 865 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Biltmore Family Office reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Biltmore Family Office sold 9,355 iShares Core High Dividend ETF shares in Q1 2026, an estimated $228K.
  • Biltmore Family Office first reported a position in iShares Core High Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Biltmore Family Office's iShares Core High Dividend ETF position peaked at $228K in Q4 2025.
  • 865 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.