MBM Wealth Consultants’s iShares Core High Dividend ETF HDV Stock Holding History

MBM Wealth Consultants’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	-875	Closed	-$23.8K	–	227
2026 Q1	$23.8K	Buy	+875	New	+$23.3K	0.01%	195
2023 Q2	–	Sell	-195	Closed	-$4K	–	173
2023 Q1	$4K	Hold	195	–	–	﹤0.01%	235
2022 Q4	$4K	Hold	195	–	–	﹤0.01%	272
2022 Q3	$4K	Hold	195	–	–	﹤0.01%	237
2022 Q2	$4K	Hold	195	–	–	﹤0.01%	243
2022 Q1	$4K	Hold	195	–	–	﹤0.01%	267
2021 Q4	$4K	Sell	195 -250	-56%	-$4.9K	﹤0.01%	256
2021 Q3	$8K	Hold	445	–	–	﹤0.01%	242
2021 Q2	$9K	Hold	445	–	–	﹤0.01%	222
2021 Q1	$8K	Hold	445	–	–	﹤0.01%	218
2020 Q4	$8K	Sell	445 -30	-6%	-$508	﹤0.01%	190
2020 Q3	$8K	Hold	475	–	–	0.01%	183
2020 Q2	$8K	Sell	475 -550	-54%	-$8.88K	0.01%	176
2020 Q1	$15K	Sell	1,025 -500	-33%	-$8.83K	0.01%	150
2019 Q4	$30K	Sell	1,525 -270	-15%	-$5.15K	0.02%	138
2019 Q3	$34K	Buy	1,795 +1,345	+299%	+$25.3K	0.03%	131
2019 Q2	$9K	Sell	450 -3,300	-88%	-$61.9K	0.01%	172
2019 Q1	$70K	Hold	3,750	–	–	0.06%	107
2018 Q4	$63K	Buy	+3,750	New	+$66.7K	0.06%	116

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MBM Wealth Consultants's HDV Position: Q2 2026 in Review

MBM Wealth Consultants sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 875 shares — an estimated $23.8K sold.

MBM Wealth Consultants first reported a position in HDV in Q4 2018 and held it in 19 quarters. The position peaked at $70K in Q1 2019. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

MBM Wealth Consultants reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 875 iShares Core High Dividend ETF shares in Q2 2026, an estimated $23.8K.
MBM Wealth Consultants first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's iShares Core High Dividend ETF position peaked at $70K in Q1 2019.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.