Lloyd Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History

Lloyd Advisory Services’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
2026 Q2	–	Sell	-12,050	Closed	-$327K	–	786
2026 Q1	$327K	Buy	+12,050	New	+$321K	0.09%	107
2022 Q2	–	Sell	-209,715	Closed	-$4.48M	–	273
2022 Q1	$4.48M	Buy	209,715 +204,520	+3,937%	+$4.24M	2.09%	9
2021 Q4	$105K	Sell	5,195 -4,490	-46%	-$88K	0.05%	133
2021 Q3	$183K	Buy	9,685 +9,425	+3,625%	+$182K	0.09%	83
2021 Q2	$5K	Sell	260 -163,585	-100%	-$3.18M	﹤0.01%	320
2021 Q1	$3.11M	Buy	163,845 +163,660	+88,465%	+$2.99M	1.69%	14
2020 Q4	$3K	Buy	+185	New	+$3.13K	﹤0.01%	296

Other funds holding HDV

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lloyd Advisory Services's HDV Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 12,050 shares — an estimated $327K sold.

Lloyd Advisory Services first reported a position in HDV in Q4 2020 and held it in 7 quarters. The position peaked at $4.48M in Q1 2022. 819 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Lloyd Advisory Services reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 12,050 iShares Core High Dividend ETF shares in Q2 2026, an estimated $327K.
Lloyd Advisory Services first reported a position in iShares Core High Dividend ETF in Q4 2020 and held it in 7 quarters.
Lloyd Advisory Services's iShares Core High Dividend ETF position peaked at $4.48M in Q1 2022.
819 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.