SYBT
HDV

Stock Yards Bank & Trust’s iShares Core High Dividend ETF HDV Stock Holding History

Stock Yards Bank & 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
Q1 		– Sell
-11,825
Closed -$247K – 414
2022
Q4 		$247K Hold
11,825
– – 0.01% 371
2022
Q3 		$216K Hold
11,825
– – 0.01% 379
2022
Q2 		$238K Buy
+11,825
New +$250K 0.01% 384

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

Stock Yards Bank & Trust's HDV Position: Q1 2023 in Review

Stock Yards Bank & Trust sold out of iShares Core High Dividend ETF (HDV) in Q1 2023, closing a stake of 11,825 shares — an estimated $247K sold.

Stock Yards Bank & Trust first reported a position in HDV in Q2 2022 and held it in 3 quarters. The position peaked at $247K in Q4 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

  • Stock Yards Bank & Trust reported no remaining iShares Core High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 11,825 iShares Core High Dividend ETF shares in Q1 2023, an estimated $247K.
  • Stock Yards Bank & Trust first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 3 quarters.
  • Stock Yards Bank & Trust's iShares Core High Dividend ETF position peaked at $247K in Q4 2022.
  • 715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2023, filed 15 May 2023.