Fulton Bank’s iShares Core High Dividend ETF HDV Stock Holding History

Fulton Bank’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
2023 Q3	–	Sell	-9,950	Closed	-$201K	–	582
2023 Q2	$201K	Sell	9,950 -10,465	-51%	-$211K	0.01%	537
2023 Q1	$415K	Buy	20,415 +10,465	+105%	+$215K	0.02%	360
2022 Q4	$207K	Buy	+9,950	New	+$204K	0.01%	494
2022 Q3	–	Sell	-14,825	Closed	-$298K	–	490
2022 Q2	$298K	Buy	14,825 +4,875	+49%	+$103K	0.02%	385
2022 Q1	$213K	Hold	9,950	–	–	0.01%	484
2021 Q4	$201K	Buy	+9,950	New	+$195K	0.01%	524

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Fulton Bank's HDV Position: Q3 2023 in Review

Fulton Bank sold out of iShares Core High Dividend ETF (HDV) in Q3 2023, closing a stake of 9,950 shares — an estimated $201K sold.

Fulton Bank first reported a position in HDV in Q4 2021 and held it in 6 quarters. The position peaked at $415K in Q1 2023. 699 funds tracked by Wall St. Rank hold HDV as of Q3 2023.

Fulton Bank reported no remaining iShares Core High Dividend ETF position as of Q3 2023 after selling out during the quarter.
Fulton Bank sold 9,950 iShares Core High Dividend ETF shares in Q3 2023, an estimated $201K.
Fulton Bank first reported a position in iShares Core High Dividend ETF in Q4 2021 and held it in 6 quarters.
Fulton Bank's iShares Core High Dividend ETF position peaked at $415K in Q1 2023.
699 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2023.

Based on Fulton Bank's 13F filing for Q3 2023, filed 4 Oct 2023.