Onyx Bridge Wealth Group’s iShares Core High Dividend ETF HDV Stock Holding History

Onyx Bridge Wealth Group’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	$2.2M	Sell	80,241 -414	-0.5%	-$11.3K	0.2%	98
2026 Q1	$2.19M	Sell	80,655 -730	-0.9%	-$19.4K	0.24%	88
2025 Q4	$1.98M	Sell	81,385 -85	-0.1%	-$2.07K	0.21%	93
2025 Q3	$2M	Sell	81,470 -95	-0.1%	-$2.3K	0.22%	87
2025 Q2	$1.91M	Buy	81,565 +540	+0.7%	+$12.4K	0.25%	74
2025 Q1	$1.96M	Sell	81,025 -510	-0.6%	-$11.9K	0.28%	64
2024 Q4	$1.83M	Buy	81,535 +50	+0.1%	+$1.18K	0.26%	73
2024 Q3	$1.92M	Buy	81,485 +725	+0.9%	+$16.6K	0.29%	68
2024 Q2	$1.76M	Buy	80,760 +430	+0.5%	+$9.36K	0.29%	65
2024 Q1	$1.74M	Buy	80,330 +100	+0.1%	+$2.1K	0.31%	64
2023 Q4	$1.64M	Buy	80,230 +355	+0.4%	+$6.99K	0.33%	51
2023 Q3	$1.58M	Sell	79,875 -905	-1%	-$18.5K	0.37%	52
2023 Q2	$1.63M	Buy	80,780 +48,495	+150%	+$976K	0.39%	51
2023 Q1	$656K	Sell	32,285 -410	-1%	-$8.42K	0.26%	69
2022 Q4	$697K	Sell	32,695 -475	-1%	-$9.72K	0.28%	52
2022 Q3	$621K	Sell	33,170 -2,250	-6%	-$45.5K	0.28%	57
2022 Q2	$706K	Buy	35,420 +5,615	+19%	+$119K	0.31%	42
2022 Q1	$628K	Sell	29,805 -735	-2%	-$15.3K	0.24%	49
2021 Q4	$622K	Buy	30,540 +4,785	+19%	+$93.8K	0.21%	59
2021 Q3	$496K	Buy	25,755 +150	+0.6%	+$2.9K	0.19%	67
2021 Q2	$494K	Hold	25,605	–	–	0.21%	50
2021 Q1	$486K	Hold	25,605	–	–	0.24%	48
2020 Q4	$449K	Buy	+25,605	New	+$434K	0.29%	42

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

Onyx Bridge Wealth Group's HDV Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Core High Dividend ETF (HDV) stake by 0.51% in Q2 2026, selling an estimated $11.3K and leaving 80,241 shares worth $2.2M. The position accounts for 0.2% of the portfolio, ranked #98.

Onyx Bridge Wealth Group first reported a position in HDV in Q4 2020 and has held it in 23 quarters since. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Onyx Bridge Wealth Group held 80,241 shares of iShares Core High Dividend ETF worth $2.2M as of Q2 2026.
Onyx Bridge Wealth Group sold 414 iShares Core High Dividend ETF shares in Q2 2026, an estimated $11.3K.
iShares Core High Dividend ETF made up 0.2% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #98 holding.
Onyx Bridge Wealth Group first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 23 quarters since.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.