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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$231K Hold
3,577
– – 0.01% 515
2026
Q2
$220K Buy
+3,577
New +$210K 0.01% 486

Other funds holding DIVB

Cyndeo Wealth Partners's DIVB Position: Q3 2026 in Review

Cyndeo Wealth Partners held its iShares Core Dividend ETF (DIVB) position steady in Q3 2026 at 3,577 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #515.

Cyndeo Wealth Partners first reported a position in DIVB in Q2 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

  • Cyndeo Wealth Partners held 3,577 shares of iShares Core Dividend ETF worth $231K as of Q3 2026.
  • Cyndeo Wealth Partners left its iShares Core Dividend ETF share count unchanged in Q3 2026.
  • iShares Core Dividend ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #515 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Core Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.