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BOLTON SECURITIES CORPORATION’s iShares Core High Dividend ETF HDV Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$373K Hold
13,350
– – 0.01% 689
2026
Q2 		$366K Hold
13,350
– – 0.01% 699
2026
Q1 		$362K Buy
+13,350
New +$355K 0.02% 631
2025
Q3 		$351K Buy
+14,350
New +$347K 0.02% 602
2025
Q1 		$48.4K Buy
+2,000
New +$46.7K ﹤0.01% 1056

Other funds holding HDV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's HDV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares Core High Dividend ETF (HDV) position steady in Q3 2026 at 13,350 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #689.

BOLTON SECURITIES CORPORATION first reported a position in HDV in Q1 2025 and has held it in 5 quarters since. 677 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 13,350 shares of iShares Core High Dividend ETF worth $373K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares Core High Dividend ETF share count unchanged in Q3 2026.
  • iShares Core High Dividend ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #689 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Core High Dividend ETF in Q1 2025 and has held it in 5 quarters since.
  • 677 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.