Boston Financial Management’s iShares Select Dividend ETF DVY Stock Holding History

Boston Financial Management’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,359	Closed	-$100K	–	279
2020 Q1	$100K	Buy	+1,359	New	+$130K	0.01%	264
2016 Q4	–	Sell	-4,746	Closed	-$407K	–	279
2016 Q3	$407K	Hold	4,746	–	–	0.03%	207
2016 Q2	$405K	Buy	+4,746	New	+$391K	0.03%	202

Other funds holding DVY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Boston Financial Management's DVY Position: Q2 2020 in Review

Boston Financial Management sold out of iShares Select Dividend ETF (DVY) in Q2 2020, closing a stake of 1,359 shares — an estimated $100K sold.

Boston Financial Management first reported a position in DVY in Q2 2016 and held it in 3 quarters. The position peaked at $407K in Q3 2016. 883 funds tracked by Wall St. Rank hold DVY as of Q2 2020.

Boston Financial Management reported no remaining iShares Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Boston Financial Management sold 1,359 iShares Select Dividend ETF shares in Q2 2020, an estimated $100K.
Boston Financial Management first reported a position in iShares Select Dividend ETF in Q2 2016 and held it in 3 quarters.
Boston Financial Management's iShares Select Dividend ETF position peaked at $407K in Q3 2016.
883 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2020.

Based on Boston Financial Management's 13F filing for Q2 2020, filed 10 Aug 2020.