Bingham Osborn & Scarborough’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,121
| Closed | -$702K | – | 45 |
|
|
2021
Q3 | $702K | Hold |
6,121
| – | – | 0.05% | 66 |
|
|
2021
Q2 | $714K | Hold |
6,121
| – | – | 0.05% | 66 |
|
|
2021
Q1 | $698K | Hold |
6,121
| – | – | 0.05% | 60 |
|
|
2020
Q4 | $589K | Sell |
6,121
-100
| -2% | -$9.08K | 0.05% | 60 |
|
|
2020
Q3 | $507K | Sell |
6,221
-574
| -8% | -$47.9K | 0.04% | 92 |
|
|
2020
Q2 | $548K | Hold |
6,795
| – | – | 0.04% | 86 |
|
|
2020
Q1 | $500K | Sell |
6,795
-37
| -0.5% | -$3.54K | 0.05% | 86 |
|
|
2019
Q4 | $722K | Sell |
6,832
-100
| -1% | -$10.3K | 0.06% | 79 |
|
|
2019
Q3 | $707K | Buy |
6,932
+500
| +8% | +$49.9K | 0.06% | 75 |
|
|
2019
Q2 | $640K | Sell |
6,432
-42
| -0.6% | -$4.14K | 0.06% | 77 |
|
|
2019
Q1 | $636K | Buy |
6,474
+42
| +0.7% | +$4.02K | 0.06% | 75 |
|
|
2018
Q4 | $574K | Sell |
6,432
-346
| -5% | -$33.1K | 0.06% | 75 |
|
|
2018
Q3 | $676K | Sell |
6,778
-473
| -7% | -$47.4K | 0.06% | 70 |
|
|
2018
Q2 | $709K | Sell |
7,251
-357
| -5% | -$34.6K | 0.07% | 62 |
|
|
2018
Q1 | $724K | Sell |
7,608
-1,846
| -20% | -$180K | 0.07% | 62 |
|
|
2017
Q4 | $932K | Buy |
9,454
+4,271
| +82% | +$411K | 0.08% | 48 |
|
|
2017
Q3 | $485K | Buy |
5,183
+5
| +0.1% | +$462 | 0.05% | 75 |
|
|
2017
Q2 | $477K | Sell |
5,178
-287
| -5% | -$26.4K | 0.05% | 69 |
|
|
2017
Q1 | $498K | Sell |
5,465
-4,242
| -44% | -$384K | 0.05% | 67 |
|
|
2016
Q4 | $860K | Sell |
9,707
-229
| -2% | -$19.7K | 0.09% | 40 |
|
|
2016
Q3 | $851K | Buy |
9,936
+5,426
| +120% | +$468K | 0.09% | 44 |
|
|
2016
Q2 | $385K | Sell |
4,510
-500
| -10% | -$41.2K | 0.04% | 82 |
|
|
2016
Q1 | $409K | Sell |
5,010
-4,079
| -45% | -$311K | 0.05% | 78 |
|
|
2015
Q4 | $683K | Sell |
9,089
-1,605
| -15% | -$122K | 0.08% | 54 |
|
|
2015
Q3 | $778K | Buy |
10,694
+3,346
| +46% | +$250K | 0.1% | 46 |
|
|
2015
Q2 | $552K | Sell |
7,348
-397
| -5% | -$31K | 0.07% | 63 |
|
|
2015
Q1 | $604K | Buy |
7,745
+299
| +4% | +$23.7K | 0.07% | 59 |
|
|
2014
Q4 | $591K | Sell |
7,446
-32
| -0.4% | -$2.47K | 0.07% | 64 |
|
|
2014
Q3 | $552K | Buy |
7,478
+1,178
| +19% | +$88.8K | 0.07% | 66 |
|
|
2014
Q2 | $485K | Sell |
6,300
-172
| -3% | -$12.9K | 0.06% | 63 |
|
|
2014
Q1 | $475K | Sell |
6,472
-494
| -7% | -$35K | 0.07% | 63 |
|
|
2013
Q4 | $497K | Sell |
6,966
-52
| -0.7% | -$3.62K | 0.07% | 58 |
|
|
2013
Q3 | $466K | Sell |
7,018
-792
| -10% | -$52.6K | 0.07% | 55 |
|
|
2013
Q2 | $500K | Buy |
+7,810
| New | +$505K | 0.09% | 49 |
|
Other funds holding DVY
Bingham Osborn & Scarborough's DVY Position: Q4 2021 in Review
Bingham Osborn & Scarborough sold out of iShares Select Dividend ETF (DVY) in Q4 2021, closing a stake of 6,121 shares — an estimated $702K sold.
Bingham Osborn & Scarborough first reported a position in DVY in Q2 2013 and held it in 34 quarters. The position peaked at $932K in Q4 2017. 1,173 funds tracked by Wall St. Rank hold DVY as of Q4 2021.
- Bingham Osborn & Scarborough reported no remaining iShares Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
- Bingham Osborn & Scarborough sold 6,121 iShares Select Dividend ETF shares in Q4 2021, an estimated $702K.
- Bingham Osborn & Scarborough first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 34 quarters.
- Bingham Osborn & Scarborough's iShares Select Dividend ETF position peaked at $932K in Q4 2017.
- 1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2021.
Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.