NHT
HDV

New Hampshire Trust’s iShares Core High Dividend ETF HDV Stock Holding History

New Hampshire Trust’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
2023
Q2 		– Sell
-870
Closed -$17.7K – 240
2023
Q1 		$17.7K Sell
870
-14,175
-94% -$291K ﹤0.01% 319
2022
Q4 		$314K Buy
+15,045
New +$308K 0.08% 135

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

New Hampshire Trust's HDV Position: Q2 2023 in Review

New Hampshire Trust sold out of iShares Core High Dividend ETF (HDV) in Q2 2023, closing a stake of 870 shares — an estimated $17.7K sold.

New Hampshire Trust first reported a position in HDV in Q4 2022 and held it in 2 quarters. The position peaked at $314K in Q4 2022. 713 funds tracked by Wall St. Rank hold HDV as of Q2 2023.

  • New Hampshire Trust reported no remaining iShares Core High Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • New Hampshire Trust sold 870 iShares Core High Dividend ETF shares in Q2 2023, an estimated $17.7K.
  • New Hampshire Trust first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 2 quarters.
  • New Hampshire Trust's iShares Core High Dividend ETF position peaked at $314K in Q4 2022.
  • 713 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.