Sunbeam Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History

Sunbeam Capital Management’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 Q3	$1.56M	Buy	55,934 +12,705	+29%	+$366K	0.72%	27
2026 Q2	$1.18M	Buy	43,229 +25,294	+141%	+$688K	0.54%	36
2026 Q1	$487K	Buy	+17,935	New	+$477K	0.28%	66

Other funds holding HDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sunbeam Capital Management's HDV Position: Q3 2026 in Review

Sunbeam Capital Management increased its iShares Core High Dividend ETF (HDV) stake by 29% in Q3 2026, buying an estimated $366K and bringing the position to 55,934 shares worth $1.56M. The position accounts for 0.72% of the portfolio, ranked #27.

Sunbeam Capital Management first reported a position in HDV in Q1 2026 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Sunbeam Capital Management held 55,934 shares of iShares Core High Dividend ETF worth $1.56M as of Q3 2026.
Sunbeam Capital Management bought 12,705 iShares Core High Dividend ETF shares in Q3 2026, an estimated $366K.
iShares Core High Dividend ETF made up 0.72% of Sunbeam Capital Management's portfolio in Q3 2026, its #27 holding.
Sunbeam Capital Management first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 3 quarters since.
539 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.