Baystate Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

Baystate Wealth Management’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
2023 Q4	$3.69K	Buy	+90	New	+$3.43K	﹤0.01%	948

Other funds holding DIVB

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ATC

Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return

Baystate Wealth Management's DIVB Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in iShares Core Dividend ETF (DIVB) in Q4 2023: 90 shares worth $3.69K. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings.

66 funds tracked by Wall St. Rank hold DIVB as of Q4 2023.

Baystate Wealth Management held 90 shares of iShares Core Dividend ETF worth $3.69K as of Q4 2023.
iShares Core Dividend ETF was a new Baystate Wealth Management position in Q4 2023.
iShares Core Dividend ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #948 holding.
66 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.