TWD
HDV

True Wealth Design’s iShares Core High Dividend ETF HDV Stock Holding History

True Wealth Design’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 		$65.4K Hold
2,410
– – 0.02% 325
2025
Q4 		$58.6K Hold
2,410
– – 0.02% 297
2025
Q3 		$59K Hold
2,410
– – 0.02% 281
2025
Q2 		$56.5K Sell
2,410
-450
-16% -$10.4K 0.02% 188
2025
Q1 		$69.3K Hold
2,860
– – 0.03% 145
2024
Q4 		$64.2K Hold
2,860
– – 0.02% 124
2024
Q3 		$67.3K Hold
2,860
– – 0.03% 91
2024
Q2 		$62.2K Hold
2,860
– – 0.02% 151
2024
Q1 		$63K Hold
2,860
– – 0.02% 153
2023
Q4 		$58.3K Hold
2,860
– – 0.02% 147
2023
Q3 		$56.6K Hold
2,860
– – 0.02% 144
2023
Q2 		$57.7K Hold
2,860
– – 0.02% 148
2023
Q1 		$58.1K Hold
2,860
– – 0.02% 152
2022
Q4 		$59.6K Buy
+2,860
New +$58.5K 0.03% 142

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $152B AUM 31.61% 1-Year Est. Return