HGWM
HDV

Horst & Graben Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Horst & Graben 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
2023
Q1 		– Sell
-125,485
Closed -$2.62M – 136
2022
Q4 		$2.62M Sell
125,485
-205,615
-62% -$4.21M 0.68% 29
2022
Q3 		$6.04M Sell
331,100
-1,960
-0.6% -$39.6K 1.71% 14
2022
Q2 		$6.69M Buy
+333,060
New +$7.04M 1.82% 14

Other funds holding HDV

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horst & Graben Wealth Management's HDV Position: Q1 2023 in Review

Horst & Graben Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2023, closing a stake of 125,485 shares — an estimated $2.62M sold.

Horst & Graben Wealth Management first reported a position in HDV in Q2 2022 and held it in 3 quarters. The position peaked at $6.69M in Q2 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

  • Horst & Graben Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 125,485 iShares Core High Dividend ETF shares in Q1 2023, an estimated $2.62M.
  • Horst & Graben Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 3 quarters.
  • Horst & Graben Wealth Management's iShares Core High Dividend ETF position peaked at $6.69M in Q2 2022.
  • 715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.