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 Q2	$1.01M	Buy	36,950 +1,545	+4%	+$42K	0.2%	90
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthBridge Capital Management's HDV Position: Q2 2026 in Review

WealthBridge Capital Management increased its iShares Core High Dividend ETF (HDV) stake by 4.4% in Q2 2026, buying an estimated $42K and bringing the position to 36,950 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #90.

WealthBridge Capital Management first reported a position in HDV in Q4 2018 and has held it in 31 quarters since. 882 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

WealthBridge Capital Management held 36,950 shares of iShares Core High Dividend ETF worth $1.01M as of Q2 2026.
WealthBridge Capital Management bought 1,545 iShares Core High Dividend ETF shares in Q2 2026, an estimated $42K.
iShares Core High Dividend ETF made up 0.2% of WealthBridge Capital Management's portfolio in Q2 2026, its #90 holding.
WealthBridge Capital Management first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 31 quarters since.
882 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.