GoalVest Advisory’s iShares Core Dividend ETF DIVB Stock Holding History

GoalVest Advisory’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 Q1	–	Sell	-250	Closed	-$9.38K	–	268
2022 Q4	$9.38K	Buy	+250	New	+$9.29K	0.01%	186

Other funds holding DIVB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

ATC

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

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GoalVest Advisory's DIVB Position: Q1 2023 in Review

GoalVest Advisory sold out of iShares Core Dividend ETF (DIVB) in Q1 2023, closing a stake of 250 shares — an estimated $9.38K sold.

GoalVest Advisory first reported a position in DIVB in Q4 2022 and held it in 1 quarter. The position peaked at $9.38K in Q4 2022. 61 funds tracked by Wall St. Rank hold DIVB as of Q1 2023.

GoalVest Advisory reported no remaining iShares Core Dividend ETF position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 250 iShares Core Dividend ETF shares in Q1 2023, an estimated $9.38K.
GoalVest Advisory first reported a position in iShares Core Dividend ETF in Q4 2022 and held it in 1 quarter.
GoalVest Advisory's iShares Core Dividend ETF position peaked at $9.38K in Q4 2022.
61 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.