BFG
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Beacon Financial Group’s iShares Core Dividend ETF DIVB Stock Holding History

Beacon Financial Group’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
2025
Q2 		– Sell
-4,821
Closed -$234K – 343
2025
Q1 		$234K Buy
+4,821
New +$236K 0.03% 308

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beacon Financial Group's DIVB Position: Q2 2025 in Review

Beacon Financial Group sold out of iShares Core Dividend ETF (DIVB) in Q2 2025, closing a stake of 4,821 shares — an estimated $234K sold.

Beacon Financial Group first reported a position in DIVB in Q1 2025 and held it in 1 quarter. The position peaked at $234K in Q1 2025. 138 funds tracked by Wall St. Rank hold DIVB as of Q2 2025.

  • Beacon Financial Group reported no remaining iShares Core Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Beacon Financial Group sold 4,821 iShares Core Dividend ETF shares in Q2 2025, an estimated $234K.
  • Beacon Financial Group first reported a position in iShares Core Dividend ETF in Q1 2025 and held it in 1 quarter.
  • Beacon Financial Group's iShares Core Dividend ETF position peaked at $234K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2025.

Based on Beacon Financial Group's 13F filing for Q2 2025, filed 9 Jul 2025.