TPB Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
MYLI
TPB Wealth Advisors's HDV Position: Q1 2023 in Review
TPB Wealth Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 21% in Q1 2023, selling an estimated $1.01M and leaving 189,370 shares worth $3.85M. The position accounts for 2.1% of the portfolio, ranked #16.
TPB Wealth Advisors first reported a position in HDV in Q1 2022 and has held it in 5 quarters since. The position peaked at $5.03M in Q4 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.
- TPB Wealth Advisors held 189,370 shares of iShares Core High Dividend ETF worth $3.85M as of Q1 2023.
- TPB Wealth Advisors sold 49,260 iShares Core High Dividend ETF shares in Q1 2023, an estimated $1.01M.
- iShares Core High Dividend ETF made up 2.1% of TPB Wealth Advisors's portfolio in Q1 2023, its #16 holding.
- TPB Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q1 2022 and has held it in 5 quarters since.
- TPB Wealth Advisors's iShares Core High Dividend ETF position peaked at $5.03M in Q4 2022.
- 715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.
Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.