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Ishares High Dividend Equity F shares owned by Sunbeam Capital Management

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Sunbeam Capital Management from 13F filings

Historical chart of Sunbeam Capital Management investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Sunbeam Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Sunbeam Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $487k 3.6k 135.72

More positions owned by Sunbeam Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Etf Ser Solutions Distillate Us (DSTL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Procter & Gamble Company (PG)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)

View all positions for Sunbeam Capital Management

Top funds holding Ishares High Dividend Equity F

LPL Financial
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Raymond James Financial
Janney Montgomery Scott
Jones Financial Companies, L.L
Ameriprise Financial
Advantus Capital Management
M^T Bank Corporation
BlackRock
Commonwealth Equity Services
Bnp Paribas Arbitrage, Snc
Branch Banking & Trust Company
Cetera Investment Advisers

View all funds holding Ishares High Dividend Equity F