Jacobi Capital Management’s iShares Core Dividend ETF DIVB Stock Holding History

Jacobi Capital 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 Q3	$51.6K	Buy	+800	New	+$53.1K	﹤0.01%	945
2021 Q4	–	Sell	-201	Closed	-$8K	–	621
2021 Q3	$8K	Buy	201 +1	+0.5%	+$40	﹤0.01%	1093
2021 Q2	$8K	Buy	+200	New	+$7.75K	﹤0.01%	1064

Other funds holding DIVB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Aspire Capital Advisors Seattle, Washington $527M AUM 14.17% 1-Year Est. Return

Jacobi Capital Management's DIVB Position: Q3 2026 in Review

Jacobi Capital Management opened a new position in iShares Core Dividend ETF (DIVB) in Q3 2026: 800 shares worth $51.6K. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: Jacobi Capital Management previously reported a position in DIVB as recently as Q3 2021.

Jacobi Capital Management first reported a position in DIVB in Q2 2021 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

Jacobi Capital Management held 800 shares of iShares Core Dividend ETF worth $51.6K as of Q3 2026.
iShares Core Dividend ETF was a new Jacobi Capital Management position in Q3 2026.
iShares Core Dividend ETF made up ﹤0.01% of Jacobi Capital Management's portfolio in Q3 2026, its #945 holding.
Jacobi Capital Management first reported a position in iShares Core Dividend ETF in Q2 2021 and has held it in 3 quarters since.
177 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.