TWP
HDV

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Triad Wealth Partners's HDV Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in iShares Core High Dividend ETF (HDV) in Q1 2026: 73,315 shares worth $1.99M. The stake represents 0.16% of the portfolio and ranks #102 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in HDV as recently as Q2 2024.

Triad Wealth Partners first reported a position in HDV in Q2 2024 and has held it in 2 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Triad Wealth Partners held 73,315 shares of iShares Core High Dividend ETF worth $1.99M as of Q1 2026.
  • iShares Core High Dividend ETF was a new Triad Wealth Partners position in Q1 2026.
  • iShares Core High Dividend ETF made up 0.16% of Triad Wealth Partners's portfolio in Q1 2026, its #102 holding.
  • Triad Wealth Partners first reported a position in iShares Core High Dividend ETF in Q2 2024 and has held it in 2 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.