LDB
HDV

Lee, Danner & Bass’s iShares Core High Dividend ETF HDV Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-435
Closed -$9.82K – 425
2024
Q4 		$9.82K Buy
+435
New +$10.2K ﹤0.01% 534

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lee, Danner & Bass's HDV Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Core High Dividend ETF (HDV) in Q1 2025, closing a stake of 435 shares — an estimated $9.82K sold.

Lee, Danner & Bass first reported a position in HDV in Q4 2024 and held it in 1 quarter. The position peaked at $9.82K in Q4 2024. 774 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Core High Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 435 iShares Core High Dividend ETF shares in Q1 2025, an estimated $9.82K.
  • Lee, Danner & Bass first reported a position in iShares Core High Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Core High Dividend ETF position peaked at $9.82K in Q4 2024.
  • 774 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.