BW
HDV

Bison Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Bison Wealth’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
2024
Q4 		$246K Sell
10,935
-220
-2% -$5.17K 0.05% 258
2024
Q3 		$262K Buy
+11,155
New +$255K 0.04% 347

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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Bison Wealth's HDV Position: Q4 2024 in Review

Bison Wealth reduced its iShares Core High Dividend ETF (HDV) stake by 2% in Q4 2024, selling an estimated $5.17K and leaving 10,935 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #258.

Bison Wealth first reported a position in HDV in Q3 2024 and has held it in 2 quarters since. The position peaked at $262K in Q3 2024. 772 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

  • Bison Wealth held 10,935 shares of iShares Core High Dividend ETF worth $246K as of Q4 2024.
  • Bison Wealth sold 220 iShares Core High Dividend ETF shares in Q4 2024, an estimated $5.17K.
  • iShares Core High Dividend ETF made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #258 holding.
  • Bison Wealth first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 2 quarters since.
  • Bison Wealth's iShares Core High Dividend ETF position peaked at $262K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.