Kentucky Farm Bureau Mutual Insurance’s iShares Core High Dividend ETF HDV Stock Holding History

Kentucky Farm Bureau Mutual Insurance’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
2025 Q3	–	Sell	-250,000	Closed	-$5.86M	–	59
2025 Q2	$5.86M	Hold	250,000	–	–	1.25%	19
2025 Q1	$6.06M	Hold	250,000	–	–	1.42%	18
2024 Q4	$5.61M	Hold	250,000	–	–	1.26%	18
2024 Q3	$5.88M	Hold	250,000	–	–	1.27%	18
2024 Q2	$5.43M	Hold	250,000	–	–	1.24%	18
2024 Q1	$5.51M	Hold	250,000	–	–	1.3%	19
2023 Q4	$5.1M	Hold	250,000	–	–	1.32%	18
2023 Q3	$4.94M	Hold	250,000	–	–	1.42%	16
2023 Q2	$5.04M	Hold	250,000	–	–	1.4%	16
2023 Q1	$5.08M	Buy	250,000 +125,000	+100%	+$2.57M	1.52%	12
2022 Q4	$2.61M	Hold	125,000	–	–	0.82%	49
2022 Q3	$2.28M	Buy	+125,000	New	+$2.53M	0.77%	50

Other funds holding HDV

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Kentucky Farm Bureau Mutual Insurance's HDV Position: Q3 2025 in Review

Kentucky Farm Bureau Mutual Insurance sold out of iShares Core High Dividend ETF (HDV) in Q3 2025, closing a stake of 250,000 shares — an estimated $5.86M sold.

Kentucky Farm Bureau Mutual Insurance first reported a position in HDV in Q3 2022 and held it in 12 quarters. The position peaked at $6.06M in Q1 2025. 782 funds tracked by Wall St. Rank hold HDV as of Q3 2025.

Kentucky Farm Bureau Mutual Insurance reported no remaining iShares Core High Dividend ETF position as of Q3 2025 after selling out during the quarter.
Kentucky Farm Bureau Mutual Insurance sold 250,000 iShares Core High Dividend ETF shares in Q3 2025, an estimated $5.86M.
Kentucky Farm Bureau Mutual Insurance first reported a position in iShares Core High Dividend ETF in Q3 2022 and held it in 12 quarters.
Kentucky Farm Bureau Mutual Insurance's iShares Core High Dividend ETF position peaked at $6.06M in Q1 2025.
782 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2025.

Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q3 2025, filed 15 May 2026.