SBIA
HDV

Sheaff Brock Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Sheaff Brock Investment 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
2023
Q1 		– Sell
-14,405
Closed -$300K – 532
2022
Q4 		$300K Sell
14,405
-105
-0.7% -$2.15K 0.03% 337
2022
Q3 		$265K Buy
14,510
+105
+0.7% +$2.12K 0.03% 356
2022
Q2 		$289K Hold
14,405
– – 0.02% 349
2022
Q1 		$308K Buy
+14,405
New +$299K 0.02% 369

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sheaff Brock Investment Advisors's HDV Position: Q1 2023 in Review

Sheaff Brock Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q1 2023, closing a stake of 14,405 shares — an estimated $300K sold.

Sheaff Brock Investment Advisors first reported a position in HDV in Q1 2022 and held it in 4 quarters. The position peaked at $308K in Q1 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

  • Sheaff Brock Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 14,405 iShares Core High Dividend ETF shares in Q1 2023, an estimated $300K.
  • Sheaff Brock Investment Advisors first reported a position in iShares Core High Dividend ETF in Q1 2022 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's iShares Core High Dividend ETF position peaked at $308K in Q1 2022.
  • 715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2023, filed 1 May 2023.