Triad Wealth Partners
HDV icon

Triad Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Triad Wealth Partners’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 		$1.33M Sell
47,597
-6,220
-12% -$179K 0.07% 172
2026
Q2 		$1.54M Sell
53,817
-19,498
-27% -$530K 0.09% 152
2026
Q1 		$1.99M Buy
+73,315
New +$1.95M 0.16% 102
2024
Q3 		– Sell
-110
Closed -$2.39K – 406
2024
Q2 		$2.39K Buy
+110
New +$2.4K ﹤0.01% 729

Other funds holding HDV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Triad Wealth Partners's HDV Position: Q3 2026 in Review

Triad Wealth Partners reduced its iShares Core High Dividend ETF (HDV) stake by 12% in Q3 2026, selling an estimated $179K and leaving 47,597 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #172.

Triad Wealth Partners first reported a position in HDV in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.99M in Q1 2026. 539 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Triad Wealth Partners held 47,597 shares of iShares Core High Dividend ETF worth $1.33M as of Q3 2026.
  • Triad Wealth Partners sold 6,220 iShares Core High Dividend ETF shares in Q3 2026, an estimated $179K.
  • iShares Core High Dividend ETF made up 0.07% of Triad Wealth Partners's portfolio in Q3 2026, its #172 holding.
  • Triad Wealth Partners first reported a position in iShares Core High Dividend ETF in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's iShares Core High Dividend ETF position peaked at $1.99M in Q1 2026.
  • 539 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.