CWA
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Canvas Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Canvas Wealth 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
Q2 		– Sell
-5,383
Closed -$213K – 133
2022
Q1 		$213K Buy
+5,383
New +$224K 0.08% 131

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
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
LPL Financial
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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Canvas Wealth Advisors's DIVB Position: Q2 2022 in Review

Canvas Wealth Advisors sold out of iShares Core Dividend ETF (DIVB) in Q2 2022, closing a stake of 5,383 shares — an estimated $213K sold.

Canvas Wealth Advisors first reported a position in DIVB in Q1 2022 and held it in 1 quarter. The position peaked at $213K in Q1 2022. 64 funds tracked by Wall St. Rank hold DIVB as of Q2 2022.

  • Canvas Wealth Advisors reported no remaining iShares Core Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Canvas Wealth Advisors sold 5,383 iShares Core Dividend ETF shares in Q2 2022, an estimated $213K.
  • Canvas Wealth Advisors first reported a position in iShares Core Dividend ETF in Q1 2022 and held it in 1 quarter.
  • Canvas Wealth Advisors's iShares Core Dividend ETF position peaked at $213K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2022.

Based on Canvas Wealth Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.