GLLW
HDV

Graves Light Lenhart Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-6,170
Closed -$124K – 333
2022
Q2 		$124K Buy
+6,170
New +$130K 0.02% 213

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Graves Light Lenhart Wealth's HDV Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Core High Dividend ETF (HDV) in Q3 2022, closing a stake of 6,170 shares — an estimated $124K sold.

Graves Light Lenhart Wealth first reported a position in HDV in Q2 2022 and held it in 1 quarter. The position peaked at $124K in Q2 2022. 706 funds tracked by Wall St. Rank hold HDV as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining iShares Core High Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 6,170 iShares Core High Dividend ETF shares in Q3 2022, an estimated $124K.
  • Graves Light Lenhart Wealth first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Graves Light Lenhart Wealth's iShares Core High Dividend ETF position peaked at $124K in Q2 2022.
  • 706 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.