WB
HDV

West Bancorporation’s iShares Core High Dividend ETF HDV Stock Holding History

West Bancorporation’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
2022
Q4 		– Sell
-3,995
Closed -$73K – 159
2022
Q3 		$73K Hold
3,995
– – 0.05% 154
2022
Q2 		$80K Hold
3,995
– – 0.06% 147
2022
Q1 		$85K Hold
3,995
– – 0.05% 155
2021
Q4 		$81K Buy
+3,995
New +$78.3K 0.06% 132
2020
Q3 		$64K Hold
3,995
– – 0.08% 119
2020
Q2 		$65K Hold
3,995
– – 0.08% 122
2020
Q1 		$57K Hold
3,995
– – 0.08% 119
2019
Q4 		$78K Buy
+3,995
New +$76.2K 0.08% 120

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

West Bancorporation's HDV Position: Q4 2022 in Review

West Bancorporation sold out of iShares Core High Dividend ETF (HDV) in Q4 2022, closing a stake of 3,995 shares — an estimated $73K sold.

West Bancorporation first reported a position in HDV in Q4 2019 and held it in 8 quarters. The position peaked at $85K in Q1 2022. 748 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

  • West Bancorporation reported no remaining iShares Core High Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • West Bancorporation sold 3,995 iShares Core High Dividend ETF shares in Q4 2022, an estimated $73K.
  • West Bancorporation first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 8 quarters.
  • West Bancorporation's iShares Core High Dividend ETF position peaked at $85K in Q1 2022.
  • 748 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on West Bancorporation's 13F filing for Q4 2022, filed 30 Jan 2023.