Sentinel Pension Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Sentinel Pension Advisors’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	$214K	Buy	+7,566	New	+$206K	0.03%	137
2020 Q1	–	Sell	-11,345	Closed	-$223K	–	73
2019 Q4	$223K	Buy	+11,345	New	+$216K	0.14%	46

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 22.9% 1-Year Est. Return

Sentinel Pension Advisors's HDV Position: Q2 2026 in Review

Sentinel Pension Advisors opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 7,566 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings. This is a return to the name: Sentinel Pension Advisors previously reported a position in HDV as recently as Q4 2019.

Sentinel Pension Advisors first reported a position in HDV in Q4 2019 and has held it in 2 quarters since. The position peaked at $223K in Q4 2019. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Sentinel Pension Advisors held 7,566 shares of iShares Core High Dividend ETF worth $214K as of Q2 2026.
iShares Core High Dividend ETF was a new Sentinel Pension Advisors position in Q2 2026.
iShares Core High Dividend ETF made up 0.03% of Sentinel Pension Advisors's portfolio in Q2 2026, its #137 holding.
Sentinel Pension Advisors first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 2 quarters since.
Sentinel Pension Advisors's iShares Core High Dividend ETF position peaked at $223K in Q4 2019.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.