JNBA Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

JNBA Financial Advisors’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	-65	Closed	-$1K	–	710
2022 Q2	$1K	Buy	+65	New	+$1.37K	﹤0.01%	685
2018 Q4	–	Sell	-59,695	Closed	-$1.08M	–	612
2018 Q3	$1.08M	Buy	+59,695	New	+$1.06M	0.49%	53
2015 Q2	–	Sell	-1,195	Closed	-$18K	–	530
2015 Q1	$18K	Buy	+1,195	New	+$18.3K	0.01%	301

Other funds holding HDV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

JNBA Financial Advisors's HDV Position: Q3 2022 in Review

JNBA Financial Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2022, closing a stake of 65 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in HDV in Q1 2015 and held it in 3 quarters. The position peaked at $1.08M in Q3 2018. 707 funds tracked by Wall St. Rank hold HDV as of Q3 2022.

JNBA Financial Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2022 after selling out during the quarter.
JNBA Financial Advisors sold 65 iShares Core High Dividend ETF shares in Q3 2022, an estimated $1K.
JNBA Financial Advisors first reported a position in iShares Core High Dividend ETF in Q1 2015 and held it in 3 quarters.
JNBA Financial Advisors's iShares Core High Dividend ETF position peaked at $1.08M in Q3 2018.
707 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.