EP
HDV

Edgestream Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Edgestream Partners’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
2026
Q1 		$317K Buy
+11,690
New +$311K 0.01% 791
2024
Q3 		– Sell
-9,530
Closed -$207K – 937
2024
Q2 		$207K Buy
+9,530
New +$208K 0.01% 807

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Edgestream Partners's HDV Position: Q1 2026 in Review

Edgestream Partners opened a new position in iShares Core High Dividend ETF (HDV) in Q1 2026: 11,690 shares worth $317K. The stake represents 0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in HDV as recently as Q2 2024.

Edgestream Partners first reported a position in HDV in Q2 2024 and has held it in 2 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Edgestream Partners held 11,690 shares of iShares Core High Dividend ETF worth $317K as of Q1 2026.
  • iShares Core High Dividend ETF was a new Edgestream Partners position in Q1 2026.
  • iShares Core High Dividend ETF made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #791 holding.
  • Edgestream Partners first reported a position in iShares Core High Dividend ETF in Q2 2024 and has held it in 2 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.