Concord Wealth Partners’s iShares Core Dividend ETF DIVB Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-51	Closed	-$1.95K	–	1047
2023 Q2	$1.95K	Hold	51	–	–	﹤0.01%	873
2023 Q1	$1.9K	Hold	51	–	–	﹤0.01%	820
2022 Q4	$1.91K	Buy	+51	New	+$1.9K	﹤0.01%	946
2022 Q3	–	Sell	-51	Closed	-$2K	–	392
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	1007
2022 Q1	$2K	Hold	51	–	–	﹤0.01%	1083
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	1115
2021 Q3	$2K	Buy	+51	New	+$2.05K	﹤0.01%	744

Other funds holding DIVB

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ATC

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Concord Wealth Partners's DIVB Position: Q3 2023 in Review

Concord Wealth Partners sold out of iShares Core Dividend ETF (DIVB) in Q3 2023, closing a stake of 51 shares — an estimated $1.95K sold.

Concord Wealth Partners first reported a position in DIVB in Q3 2021 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 60 funds tracked by Wall St. Rank hold DIVB as of Q3 2023.

Concord Wealth Partners reported no remaining iShares Core Dividend ETF position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 51 iShares Core Dividend ETF shares in Q3 2023, an estimated $1.95K.
Concord Wealth Partners first reported a position in iShares Core Dividend ETF in Q3 2021 and held it in 7 quarters.
Concord Wealth Partners's iShares Core Dividend ETF position peaked at $2K in Q2 2022.
60 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.