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

Concurrent 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	$810K	Sell
2025 Q2	$1.25M	Buy
2025 Q1	$661K	Buy
2024 Q4	$576K	Buy
2024 Q3	$320K	Buy
2024 Q2	$277K	Sell
2024 Q1	$338K	Sell
2023 Q4	$336K	Buy