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

Tiedemann 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 Q3	$1.57M	Hold	78,310	–	–	0.07%	94
2023 Q2	$1.58M	Buy	78,310 +620	+0.8%	+$12.5K	0.07%	90
2023 Q1	$1.58M	Buy	77,690 +810	+1%	+$16.6K	0.07%	88
2022 Q4	$1.6M	Sell	76,880 -36,065	-32%	-$738K	0.08%	91
2022 Q3	$2.06M	Buy	112,945 +1,470	+1%	+$29.7K	0.13%	75
2022 Q2	$2.24M	Buy	111,475 +620	+0.6%	+$13.1K	0.17%	64
2022 Q1	$2.37M	Buy	+110,855	New	+$2.3M	0.12%	79

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tiedemann Advisors's HDV Position: Q3 2023 in Review

Tiedemann Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q3 2023 at 78,310 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #94.

Tiedemann Advisors first reported a position in HDV in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.37M in Q1 2022. 700 funds tracked by Wall St. Rank hold HDV as of Q3 2023.

Tiedemann Advisors held 78,310 shares of iShares Core High Dividend ETF worth $1.57M as of Q3 2023.
Tiedemann Advisors left its iShares Core High Dividend ETF share count unchanged in Q3 2023.
iShares Core High Dividend ETF made up 0.07% of Tiedemann Advisors's portfolio in Q3 2023, its #94 holding.
Tiedemann Advisors first reported a position in iShares Core High Dividend ETF in Q1 2022 and has held it in 7 quarters since.
Tiedemann Advisors's iShares Core High Dividend ETF position peaked at $2.37M in Q1 2022.
700 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.