Triad Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
Triad Wealth Partners's HDV Position: Q2 2026 in Review
Triad Wealth Partners reduced its iShares Core High Dividend ETF (HDV) stake by 27% in Q2 2026, selling an estimated $530K and leaving 53,817 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #152.
Triad Wealth Partners first reported a position in HDV in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.99M in Q1 2026. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Triad Wealth Partners held 53,817 shares of iShares Core High Dividend ETF worth $1.54M as of Q2 2026.
- Triad Wealth Partners sold 19,498 iShares Core High Dividend ETF shares in Q2 2026, an estimated $530K.
- iShares Core High Dividend ETF made up 0.09% of Triad Wealth Partners's portfolio in Q2 2026, its #152 holding.
- Triad Wealth Partners first reported a position in iShares Core High Dividend ETF in Q2 2024 and has held it in 3 quarters since.
- Triad Wealth Partners's iShares Core High Dividend ETF position peaked at $1.99M in Q1 2026.
- 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.