Gerald Baker Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Gerald Baker Financial Group’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 Q2	$3.05M	Buy	111,092 +11,397	+11%	+$310K	0.87%	29
2026 Q1	$2.71M	Buy	+99,695	New	+$2.65M	0.86%	30

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gerald Baker Financial Group's HDV Position: Q2 2026 in Review

Gerald Baker Financial Group increased its iShares Core High Dividend ETF (HDV) stake by 11% in Q2 2026, buying an estimated $310K and bringing the position to 111,092 shares worth $3.05M. The position accounts for 0.87% of the portfolio, ranked #29.

Gerald Baker Financial Group first reported a position in HDV in Q1 2026 and has held it in 2 quarters since. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Gerald Baker Financial Group held 111,092 shares of iShares Core High Dividend ETF worth $3.05M as of Q2 2026.
Gerald Baker Financial Group bought 11,397 iShares Core High Dividend ETF shares in Q2 2026, an estimated $310K.
iShares Core High Dividend ETF made up 0.87% of Gerald Baker Financial Group's portfolio in Q2 2026, its #29 holding.
Gerald Baker Financial Group first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.