BC
HDV

Burleson & Co’s iShares Core High Dividend ETF HDV Stock Holding History

Burleson & Co’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
2022
Q4 		$61.1K Buy
2,930
+70
+2% +$1.43K 0.02% 169
2022
Q3 		$52K Buy
+2,860
New +$57.8K 0.01% 191

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burleson & Co's HDV Position: Q4 2022 in Review

Burleson & Co increased its iShares Core High Dividend ETF (HDV) stake by 2.4% in Q4 2022, buying an estimated $1.43K and bringing the position to 2,930 shares worth $61.1K. The position accounts for 0.02% of the portfolio, ranked #169.

Burleson & Co first reported a position in HDV in Q3 2022 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

  • Burleson & Co held 2,930 shares of iShares Core High Dividend ETF worth $61.1K as of Q4 2022.
  • Burleson & Co bought 70 iShares Core High Dividend ETF shares in Q4 2022, an estimated $1.43K.
  • iShares Core High Dividend ETF made up 0.02% of Burleson & Co's portfolio in Q4 2022, its #169 holding.
  • Burleson & Co first reported a position in iShares Core High Dividend ETF in Q3 2022 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.