GA
HDV

GoalVest Advisory’s iShares Core High Dividend ETF HDV Stock Holding History

GoalVest Advisory’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
2024
Q1 		– Sell
-1,000
Closed -$20.4K – 436
2023
Q4 		$20.4K Buy
+1,000
New +$19.7K 0.01% 205
2023
Q1 		– Sell
-1,950
Closed -$40.7K – 273
2022
Q4 		$40.7K Buy
+1,950
New +$39.9K 0.03% 117

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GoalVest Advisory's HDV Position: Q1 2024 in Review

GoalVest Advisory sold out of iShares Core High Dividend ETF (HDV) in Q1 2024, closing a stake of 1,000 shares — an estimated $20.4K sold.

GoalVest Advisory first reported a position in HDV in Q4 2022 and held it in 2 quarters. The position peaked at $40.7K in Q4 2022. 717 funds tracked by Wall St. Rank hold HDV as of Q1 2024.

  • GoalVest Advisory reported no remaining iShares Core High Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 1,000 iShares Core High Dividend ETF shares in Q1 2024, an estimated $20.4K.
  • GoalVest Advisory first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 2 quarters.
  • GoalVest Advisory's iShares Core High Dividend ETF position peaked at $40.7K in Q4 2022.
  • 717 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.