Golden State Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

Golden State Wealth Management’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	–	Sell	-92	Closed	-$4.89K	–	1646
2025 Q4	$4.89K	Buy	92 +1	+1%	+$52	﹤0.01%	1245
2025 Q3	$4.77K	Buy	91 +1	+1%	+$51	﹤0.01%	1262
2025 Q2	$4.57K	Buy	90 +27	+43%	+$1.28K	﹤0.01%	1241
2025 Q1	$3.07K	Buy	63 +1	+2%	+$49	﹤0.01%	1256
2024 Q4	$2.98K	Buy	+62	New	+$3.04K	﹤0.01%	1204

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

Golden State Wealth Management's DIVB Position: Q1 2026 in Review

Golden State Wealth Management sold out of iShares Core Dividend ETF (DIVB) in Q1 2026, closing a stake of 92 shares — an estimated $4.89K sold.

Golden State Wealth Management first reported a position in DIVB in Q4 2024 and held it in 5 quarters. The position peaked at $4.89K in Q4 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Golden State Wealth Management reported no remaining iShares Core Dividend ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 92 iShares Core Dividend ETF shares in Q1 2026, an estimated $4.89K.
Golden State Wealth Management first reported a position in iShares Core Dividend ETF in Q4 2024 and held it in 5 quarters.
Golden State Wealth Management's iShares Core Dividend ETF position peaked at $4.89K in Q4 2025.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.