CIA
HDV

Choate Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Choate Investment 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
2025
Q3 		– Sell
-2,500
Closed -$58.6K – 447
2025
Q2 		$58.6K Buy
+2,500
New +$57.6K ﹤0.01% 438
2022
Q3 		– Sell
-130
Closed -$3K – 305
2022
Q2 		$3K Hold
130
– – ﹤0.01% 310
2022
Q1 		$3K Hold
130
– – ﹤0.01% 351
2021
Q4 		$3K Buy
+130
New +$2.55K ﹤0.01% 335
2021
Q3 		– Sell
-960
Closed -$19K – 319
2021
Q2 		$19K Buy
+960
New +$18.7K ﹤0.01% 313
2021
Q1 		– Sell
-4,100
Closed -$72K – 306
2020
Q4 		$72K Hold
4,100
– – ﹤0.01% 257
2020
Q3 		$66K Buy
+4,100
New +$68.2K ﹤0.01% 255

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return