tru Independence’s iShares Core High Dividend ETF HDV Stock Holding History

tru Independence’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
2021 Q3	–	Sell	-2,985	Closed	-$58K	–	261
2021 Q2	$58K	Buy	+2,985	New	+$58K	0.02%	188
2020 Q1	–	Sell	-3,180	Closed	-$46K	–	785
2019 Q4	$46K	Buy	+3,180	New	+$60.7K	0.01%	383

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

tru Independence's HDV Position: Q3 2021 in Review

tru Independence sold out of iShares Core High Dividend ETF (HDV) in Q3 2021, closing a stake of 2,985 shares — an estimated $58K sold.

tru Independence first reported a position in HDV in Q4 2019 and held it in 2 quarters. The position peaked at $58K in Q2 2021. 521 funds tracked by Wall St. Rank hold HDV as of Q3 2021.

tru Independence reported no remaining iShares Core High Dividend ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 2,985 iShares Core High Dividend ETF shares in Q3 2021, an estimated $58K.
tru Independence first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 2 quarters.
tru Independence's iShares Core High Dividend ETF position peaked at $58K in Q2 2021.
521 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.