SBSB
HDV

Sullivan, Bruyette, Speros & Blaney’s iShares Core High Dividend ETF HDV Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$180K Hold
9,500
– – 0.01% 324
2020
Q4 		$167K Buy
+9,500
New +$161K 0.01% 309

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's HDV Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its iShares Core High Dividend ETF (HDV) position steady in Q1 2021 at 9,500 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #324.

Sullivan, Bruyette, Speros & Blaney first reported a position in HDV in Q4 2020 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold HDV as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 9,500 shares of iShares Core High Dividend ETF worth $180K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its iShares Core High Dividend ETF share count unchanged in Q1 2021.
  • iShares Core High Dividend ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #324 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.