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Henderson Brothers Financial Partners’s iShares Core Dividend ETF DIVB Stock Holding History

Henderson Brothers Financial 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
2026
Q2 		$4.14M Sell
67,200
-67,076
-50% -$3.94M 1.96% 13
2026
Q1 		$7.24M Buy
+134,276
New +$7.37M 1.83% 13
2025
Q1 		$3.51M Buy
+65,980
New +$3.23M 1.76% 15

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Henderson Brothers Financial Partners's DIVB Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its iShares Core Dividend ETF (DIVB) stake by 50% in Q2 2026, selling an estimated $3.94M and leaving 67,200 shares worth $4.14M. The position accounts for 1.96% of the portfolio, ranked #13.

Henderson Brothers Financial Partners first reported a position in DIVB in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.24M in Q1 2026. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Henderson Brothers Financial Partners held 67,200 shares of iShares Core Dividend ETF worth $4.14M as of Q2 2026.
  • Henderson Brothers Financial Partners sold 67,076 iShares Core Dividend ETF shares in Q2 2026, an estimated $3.94M.
  • iShares Core Dividend ETF made up 1.96% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #13 holding.
  • Henderson Brothers Financial Partners first reported a position in iShares Core Dividend ETF in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's iShares Core Dividend ETF position peaked at $7.24M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.