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American Portfolios Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

American Portfolios Advisors’s Portfolio DIVB Stock Details DIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$11.1K Sell
329
-270
-45% -$10.2K ﹤0.01% 2486
2022
Q2 		$21.7K Hold
599
– – ﹤0.01% 2190
2022
Q1 		$25K Buy
+599
New +$24.9K ﹤0.01% 2249

Other funds holding DIVB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return

American Portfolios Advisors's DIVB Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Core Dividend ETF (DIVB) stake by 45% in Q3 2022, selling an estimated $10.2K and leaving 329 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

American Portfolios Advisors first reported a position in DIVB in Q1 2022 and has held it in 3 quarters since. The position peaked at $25K in Q1 2022. 56 funds tracked by Wall St. Rank hold DIVB as of Q3 2022.

  • American Portfolios Advisors held 329 shares of iShares Core Dividend ETF worth $11.1K as of Q3 2022.
  • American Portfolios Advisors sold 270 iShares Core Dividend ETF shares in Q3 2022, an estimated $10.2K.
  • iShares Core Dividend ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2486 holding.
  • American Portfolios Advisors first reported a position in iShares Core Dividend ETF in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's iShares Core Dividend ETF position peaked at $25K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.