Cardiff Park Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Cardiff Park Advisors’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 Q1	–	Sell	-16,130	Closed	-$329K	–	354
2023 Q4	$329K	Hold	16,130	–	–	0.04%	181
2023 Q3	$319K	Hold	16,130	–	–	0.04%	174
2023 Q2	$325K	Hold	16,130	–	–	0.04%	181
2023 Q1	$328K	Hold	16,130	–	–	0.04%	176
2022 Q4	$336K	Hold	16,130	–	–	0.05%	184
2022 Q3	$295K	Hold	16,130	–	–	0.05%	188
2022 Q2	$324K	Hold	16,130	–	–	0.05%	185
2022 Q1	$345K	Hold	16,130	–	–	0.05%	180
2021 Q4	$326K	Buy	+16,130	New	+$316K	0.04%	179

Other funds holding HDV

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

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

Cardiff Park Advisors's HDV Position: Q1 2024 in Review

Cardiff Park Advisors sold out of iShares Core High Dividend ETF (HDV) in Q1 2024, closing a stake of 16,130 shares — an estimated $329K sold.

Cardiff Park Advisors first reported a position in HDV in Q4 2021 and held it in 9 quarters. The position peaked at $345K in Q1 2022. 713 funds tracked by Wall St. Rank hold HDV as of Q1 2024.

Cardiff Park Advisors reported no remaining iShares Core High Dividend ETF position as of Q1 2024 after selling out during the quarter.
Cardiff Park Advisors sold 16,130 iShares Core High Dividend ETF shares in Q1 2024, an estimated $329K.
Cardiff Park Advisors first reported a position in iShares Core High Dividend ETF in Q4 2021 and held it in 9 quarters.
Cardiff Park Advisors's iShares Core High Dividend ETF position peaked at $345K in Q1 2022.
713 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2024.

Based on Cardiff Park Advisors's 13F filing for Q1 2024, filed 14 May 2024.