Galvin Gaustad & Stein’s iShares Core Dividend ETF DIVB Stock Holding History

Galvin Gaustad & Stein’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
2026 Q1	$2.13M	Buy	39,554 +188	+0.5%	+$10.3K	0.17%	90
2025 Q4	$2.09M	Sell	39,366 -3,184	-7%	-$167K	0.16%	89
2025 Q3	$2.22M	Buy	42,550 +189	+0.4%	+$9.69K	0.18%	77
2025 Q2	$2.13M	Sell	42,361 -426	-1%	-$20.3K	0.18%	78
2025 Q1	$2.08M	Buy	42,787 +6,435	+18%	+$315K	0.19%	72
2024 Q4	$1.72M	Buy	36,352 +1,090	+3%	+$53.5K	0.15%	78
2024 Q3	$1.71M	Buy	35,262 +7,039	+25%	+$327K	0.15%	78
2024 Q2	$1.25M	Buy	28,223 +159	+0.6%	+$6.94K	0.12%	82
2024 Q1	$1.25M	Buy	28,064 +4,239	+18%	+$178K	0.12%	83
2023 Q4	$978K	Buy	23,825 +1,927	+9%	+$73.5K	0.09%	91
2023 Q3	$815K	Hold	21,898	–	–	0.08%	93
2023 Q2	$838K	Buy	21,898 +1,652	+8%	+$61.3K	0.08%	97
2023 Q1	$756K	Buy	20,246 +7,673	+61%	+$292K	0.07%	100
2022 Q4	$472K	Buy	+12,573	New	+$467K	0.05%	117

Other funds holding DIVB

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Galvin Gaustad & Stein's DIVB Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its iShares Core Dividend ETF (DIVB) stake by 0.48% in Q1 2026, buying an estimated $10.3K and bringing the position to 39,554 shares worth $2.13M. The position accounts for 0.17% of the portfolio, ranked #90.

Galvin Gaustad & Stein first reported a position in DIVB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.22M in Q3 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Galvin Gaustad & Stein held 39,554 shares of iShares Core Dividend ETF worth $2.13M as of Q1 2026.
Galvin Gaustad & Stein bought 188 iShares Core Dividend ETF shares in Q1 2026, an estimated $10.3K.
iShares Core Dividend ETF made up 0.17% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #90 holding.
Galvin Gaustad & Stein first reported a position in iShares Core Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Galvin Gaustad & Stein's iShares Core Dividend ETF position peaked at $2.22M in Q3 2025.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.