MBL Wealth’s iShares Core Dividend ETF DIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-117,342
Closed -$4.4M 168
2022
Q4
$4.4M Buy
117,342
+23,905
+26% +$897K 0.84% 26
2022
Q3
$3.16M Buy
93,437
+24,148
+35% +$816K 0.68% 33
2022
Q2
$2.51M Buy
69,289
+46,686
+207% +$1.69M 0.63% 38
2022
Q1
$943K Buy
+22,603
New +$943K 0.23% 67