Granite Bay Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Granite Bay Wealth Management’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	-31,500	Closed	-$620K	–	154
2023 Q4	$620K	Hold	31,500	–	–	0.01%	240
2023 Q3	$645K	Buy	+31,500	New	+$645K	0.01%	245

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

Granite Bay Wealth Management's HDV Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2024, closing a stake of 31,500 shares — an estimated $620K sold.

Granite Bay Wealth Management first reported a position in HDV in Q3 2023 and held it in 2 quarters. The position peaked at $645K in Q3 2023. 713 funds tracked by Wall St. Rank hold HDV as of Q1 2024.

Granite Bay Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 31,500 iShares Core High Dividend ETF shares in Q1 2024, an estimated $620K.
Granite Bay Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2023 and held it in 2 quarters.
Granite Bay Wealth Management's iShares Core High Dividend ETF position peaked at $645K in Q3 2023.
713 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.