Ledyard National Bank’s iShares Select Dividend ETF DVY Stock Holding History

Ledyard National Bank’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$627K	Sell	4,009 -251	-6%	-$38.6K	0.05%	157
2026 Q1	$645K	Sell	4,260 -50	-1%	-$7.55K	0.06%	136
2025 Q4	$608K	Sell	4,310 -142	-3%	-$20.1K	0.05%	138
2025 Q3	$633K	Sell	4,452 -428	-9%	-$59.3K	0.06%	136
2025 Q2	$648K	Sell	4,880 -1,250	-20%	-$162K	0.06%	136
2025 Q1	$823K	Sell	6,130 -235	-4%	-$31.5K	0.08%	118
2024 Q4	$836K	Sell	6,365 -375	-6%	-$51.1K	0.08%	116
2024 Q3	$910K	Sell	6,740 -613	-8%	-$79.3K	0.08%	115
2024 Q2	$890K	Sell	7,353 -202	-3%	-$24.5K	0.09%	112
2024 Q1	$931K	Sell	7,555 -573	-7%	-$67.1K	0.09%	112
2023 Q4	$953K	Sell	8,128 -231	-3%	-$25.4K	0.1%	111
2023 Q3	$900K	Sell	8,359 -443	-5%	-$50.4K	0.1%	107
2023 Q2	$997K	Sell	8,802 -470	-5%	-$53.5K	0.11%	111
2023 Q1	$1.09M	Sell	9,272 -436	-4%	-$52.7K	0.12%	102
2022 Q4	$1.17M	Sell	9,708 -52	-0.5%	-$6.15K	0.14%	104
2022 Q3	$1.05M	Sell	9,760 -519	-5%	-$62.2K	0.14%	106
2022 Q2	$1.21M	Sell	10,279 -152	-1%	-$19K	0.15%	107
2022 Q1	$1.34M	Sell	10,431 -2,005	-16%	-$251K	0.13%	107
2021 Q4	$1.52M	Sell	12,436 -2,320	-16%	-$277K	0.15%	106
2021 Q3	$1.69M	Sell	14,756 -164	-1%	-$19.2K	0.18%	101
2021 Q2	$1.74M	Sell	14,920 -1,552	-9%	-$185K	0.18%	98
2021 Q1	$1.88M	Sell	16,472 -1,233	-7%	-$130K	0.2%	96
2020 Q4	$1.7M	Sell	17,705 -2,960	-14%	-$269K	0.19%	99
2020 Q3	$1.69M	Sell	20,665 -1,701	-8%	-$142K	0.21%	94
2020 Q2	$1.8M	Sell	22,366 -1,637	-7%	-$131K	0.24%	92
2020 Q1	$1.76M	Sell	24,003 -175	-0.7%	-$16.7K	0.27%	97
2019 Q4	$2.56M	Buy	24,178 +141	+0.6%	+$14.5K	0.31%	92
2019 Q3	$2.45M	Sell	24,037 -620	-3%	-$61.8K	0.32%	88
2019 Q2	$2.46M	Sell	24,657 -267	-1%	-$26.3K	0.33%	88
2019 Q1	$2.45M	Sell	24,924 -630	-2%	-$60.3K	0.32%	91
2018 Q4	$2.28M	Sell	25,554 -2,625	-9%	-$251K	0.3%	98
2018 Q3	$2.81M	Sell	28,179 -485	-2%	-$48.6K	0.32%	96
2018 Q2	$2.8M	Sell	28,664 -210	-0.7%	-$20.4K	0.34%	95
2018 Q1	$2.75M	Sell	28,874 -2,355	-8%	-$230K	0.33%	91
2017 Q4	$3.08M	Sell	31,229 -1,733	-5%	-$167K	0.37%	86
2017 Q3	$3.09M	Sell	32,962 -1,135	-3%	-$105K	0.41%	81
2017 Q2	$3.14M	Sell	34,097 -835	-2%	-$76.8K	0.45%	79
2017 Q1	$3.18M	Buy	34,932 +297	+0.9%	+$26.9K	0.48%	74
2016 Q4	$3.07M	Sell	34,635 -1,020	-3%	-$87.8K	0.55%	72
2016 Q3	$3.06M	Sell	35,655 -1,427	-4%	-$123K	0.55%	68
2016 Q2	$3.16M	Buy	37,082 +15	+0%	+$1.24K	0.57%	68
2016 Q1	$3.03M	Buy	37,067 +380	+1%	+$29K	0.54%	72
2015 Q4	$2.76M	Buy	36,687 +112	+0.3%	+$8.52K	0.5%	73
2015 Q3	$2.66M	Sell	36,575 -720	-2%	-$53.8K	0.51%	72
2015 Q2	$2.8M	Buy	37,295 +774	+2%	+$60.4K	0.49%	76
2015 Q1	$2.85M	Buy	36,521 +2,643	+8%	+$209K	0.51%	74
2014 Q4	$2.69M	Sell	33,878 -829	-2%	-$64K	0.5%	68
2014 Q3	$2.56M	Sell	34,707 -5,014	-13%	-$378K	0.48%	71
2014 Q2	$3.06M	Sell	39,721 -6,966	-15%	-$521K	0.51%	67
2014 Q1	$3.42M	Sell	46,687 -13,668	-23%	-$970K	0.58%	67
2013 Q4	$4.31M	Sell	60,355 -1,094	-2%	-$76.1K	0.72%	52
2013 Q3	$4.08M	Sell	61,449 -2,222	-3%	-$148K	0.72%	55
2013 Q2	$4.08M	Buy	+63,671	New	+$4.12M	0.76%	49

Other funds holding DVY

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ledyard National Bank's DVY Position: Q2 2026 in Review

Ledyard National Bank reduced its iShares Select Dividend ETF (DVY) stake by 5.9% in Q2 2026, selling an estimated $38.6K and leaving 4,009 shares worth $627K. The position accounts for 0.05% of the portfolio, ranked #157.

Ledyard National Bank first reported a position in DVY in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.31M in Q4 2013. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Ledyard National Bank held 4,009 shares of iShares Select Dividend ETF worth $627K as of Q2 2026.
Ledyard National Bank sold 251 iShares Select Dividend ETF shares in Q2 2026, an estimated $38.6K.
iShares Select Dividend ETF made up 0.05% of Ledyard National Bank's portfolio in Q2 2026, its #157 holding.
Ledyard National Bank first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 53 quarters since.
Ledyard National Bank's iShares Select Dividend ETF position peaked at $4.31M in Q4 2013.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.