WealthBridge Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History

WealthBridge Capital 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
2026 Q1	$961K	Buy	35,405 +22,485	+174%	+$599K	0.22%	85
2025 Q4	$314K	Buy	12,920 +5	+0%	+$122	0.07%	162
2025 Q3	$316K	Sell	12,915 -195	-1%	-$4.71K	0.07%	166
2025 Q2	$307K	Buy	13,110 +30	+0.2%	+$691	0.08%	167
2025 Q1	$317K	Buy	13,080 +25	+0.2%	+$584	0.09%	152
2024 Q4	$293K	Buy	13,055 +40	+0.3%	+$940	0.08%	157
2024 Q3	$306K	Buy	13,015 +35	+0.3%	+$801	0.09%	158
2024 Q2	$282K	Buy	12,980 +35	+0.3%	+$762	0.09%	141
2024 Q1	$285K	Buy	12,945 +25	+0.2%	+$526	0.1%	136
2023 Q4	$264K	Buy	12,920 +75	+0.6%	+$1.48K	0.1%	132
2023 Q3	$254K	Sell	12,845 -500	-4%	-$10.2K	0.1%	139
2023 Q2	$269K	Buy	13,345 +25	+0.2%	+$503	0.11%	143
2023 Q1	$271K	Sell	13,320 -2,460	-16%	-$50.5K	0.11%	156
2022 Q4	$329K	Buy	15,780 +80	+0.5%	+$1.64K	0.14%	138
2022 Q3	$315K	Hold	15,700	–	–	0.13%	139
2022 Q2	$315K	Buy	15,700 +4,020	+34%	+$84.9K	0.13%	139
2022 Q1	$250K	Buy	11,680 +25	+0.2%	+$519	0.09%	155
2021 Q4	$235K	Buy	11,655 +60	+0.5%	+$1.18K	0.09%	154
2021 Q3	$219K	Hold	11,595	–	–	0.08%	159
2021 Q2	$224K	Sell	11,595 -440	-4%	-$8.55K	0.08%	153
2021 Q1	$228K	Sell	12,035 -1,350	-10%	-$24.6K	0.09%	140
2020 Q4	$235K	Sell	13,385 -470	-3%	-$7.96K	0.1%	127
2020 Q3	$223K	Buy	13,855 +35	+0.3%	+$582	0.11%	119
2020 Q2	$224K	Sell	13,820 -200	-1%	-$3.23K	0.13%	111
2020 Q1	$201K	Sell	14,020 -2,000	-12%	-$35.3K	0.14%	111
2019 Q4	$314K	Buy	16,020 +310	+2%	+$5.92K	0.2%	90
2019 Q3	$296K	Buy	15,710 +2,045	+15%	+$38.4K	0.21%	89
2019 Q2	$231K	Sell	13,665 -25	-0.2%	-$469	0.21%	92
2019 Q1	$254K	Buy	13,690 +25	+0.2%	+$449	0.16%	92
2018 Q4	$231K	Buy	+13,665	New	+$243K	0.18%	92

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WealthBridge Capital Management's HDV Position: Q1 2026 in Review

WealthBridge Capital Management increased its iShares Core High Dividend ETF (HDV) stake by 174% in Q1 2026, buying an estimated $599K and bringing the position to 35,405 shares worth $961K. The position accounts for 0.22% of the portfolio, ranked #85.

WealthBridge Capital Management first reported a position in HDV in Q4 2018 and has held it in 30 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

WealthBridge Capital Management held 35,405 shares of iShares Core High Dividend ETF worth $961K as of Q1 2026.
WealthBridge Capital Management bought 22,485 iShares Core High Dividend ETF shares in Q1 2026, an estimated $599K.
iShares Core High Dividend ETF made up 0.22% of WealthBridge Capital Management's portfolio in Q1 2026, its #85 holding.
WealthBridge Capital Management first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 30 quarters since.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.