Gryphon Financial Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Gryphon Financial Partners’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	-250	Closed	-$5K	–	203
2022 Q2	$5K	Buy	+250	New	+$5.28K	﹤0.01%	224
2019 Q1	–	Sell	-127,435	Closed	-$2.16M	–	136
2018 Q4	$2.16M	Buy	+127,435	New	+$2.27M	0.55%	34
2018 Q1	–	Sell	-15	Closed	–	–	992
2017 Q4	$0	Buy	+15	New	+$262	﹤0.01%	1019

Other funds holding HDV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Gryphon Financial Partners's HDV Position: Q3 2022 in Review

Gryphon Financial Partners sold out of iShares Core High Dividend ETF (HDV) in Q3 2022, closing a stake of 250 shares — an estimated $5K sold.

Gryphon Financial Partners first reported a position in HDV in Q4 2017 and held it in 3 quarters. The position peaked at $2.16M in Q4 2018. 706 funds tracked by Wall St. Rank hold HDV as of Q3 2022.

Gryphon Financial Partners reported no remaining iShares Core High Dividend ETF position as of Q3 2022 after selling out during the quarter.
Gryphon Financial Partners sold 250 iShares Core High Dividend ETF shares in Q3 2022, an estimated $5K.
Gryphon Financial Partners first reported a position in iShares Core High Dividend ETF in Q4 2017 and held it in 3 quarters.
Gryphon Financial Partners's iShares Core High Dividend ETF position peaked at $2.16M in Q4 2018.
706 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.

Based on Gryphon Financial Partners's 13F filing for Q3 2022, filed 14 Nov 2022.