Tucker Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Tucker Asset Management’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
2024 Q2	–	Sell	-1,635	Closed	-$36K	–	1724
2024 Q1	$36K	Hold	1,635	–	–	0.01%	520
2023 Q4	$33.4K	Hold	1,635	–	–	0.01%	416
2023 Q3	$32.3K	Hold	1,635	–	–	0.01%	408
2023 Q2	$33K	Hold	1,635	–	–	0.01%	326
2023 Q1	$33.2K	Sell	1,635 -10	-0.6%	-$205	0.01%	325
2022 Q4	$34.3K	Sell	1,645 -45	-3%	-$921	0.01%	188
2022 Q3	$34.8K	Sell	1,690 -285	-14%	-$5.76K	0.01%	173
2022 Q2	$39.7K	Buy	+1,975	New	+$41.7K	0.01%	108

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

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

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

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

SAM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tucker Asset Management's HDV Position: Q2 2024 in Review

Tucker Asset Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2024, closing a stake of 1,635 shares — an estimated $36K sold.

Tucker Asset Management first reported a position in HDV in Q2 2022 and held it in 8 quarters. The position peaked at $39.7K in Q2 2022. 702 funds tracked by Wall St. Rank hold HDV as of Q2 2024.

Tucker Asset Management reported no remaining iShares Core High Dividend ETF position as of Q2 2024 after selling out during the quarter.
Tucker Asset Management sold 1,635 iShares Core High Dividend ETF shares in Q2 2024, an estimated $36K.
Tucker Asset Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 8 quarters.
Tucker Asset Management's iShares Core High Dividend ETF position peaked at $39.7K in Q2 2022.
702 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.