GBT
HDV

Grove Bank & Trust’s iShares Core High Dividend ETF HDV Stock Holding History

Grove Bank & Trust’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
Q3 		$2.8K Sell
100
-500
-83% -$14.4K ﹤0.01% 819
2026
Q2 		$16.4K Hold
600
– – ﹤0.01% 591
2026
Q1 		$16.3K Hold
600
– – ﹤0.01% 563
2025
Q4 		$14.6K Hold
600
– – ﹤0.01% 583
2025
Q3 		$14.7K Sell
600
-2,450
-80% -$59.2K ﹤0.01% 558
2025
Q2 		$71.5K Hold
3,050
– – 0.01% 381
2025
Q1 		$73.9K Buy
+3,050
New +$71.3K 0.01% 357

Other funds holding HDV

ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Grove Bank & Trust's HDV Position: Q3 2026 in Review

Grove Bank & Trust reduced its iShares Core High Dividend ETF (HDV) stake by 83% in Q3 2026, selling an estimated $14.4K and leaving 100 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Grove Bank & Trust first reported a position in HDV in Q1 2025 and has held it in 7 quarters since. The position peaked at $73.9K in Q1 2025. 47 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Grove Bank & Trust held 100 shares of iShares Core High Dividend ETF worth $2.8K as of Q3 2026.
  • Grove Bank & Trust sold 500 iShares Core High Dividend ETF shares in Q3 2026, an estimated $14.4K.
  • iShares Core High Dividend ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #819 holding.
  • Grove Bank & Trust first reported a position in iShares Core High Dividend ETF in Q1 2025 and has held it in 7 quarters since.
  • Grove Bank & Trust's iShares Core High Dividend ETF position peaked at $73.9K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.