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Mount Yale Investment Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-1,248
Closed -$62.8K – 895
2025
Q2 		$62.8K Buy
+1,248
New +$59.4K ﹤0.01% 757

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 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

Mount Yale Investment Advisors's DIVB Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares Core Dividend ETF (DIVB) in Q3 2025, closing a stake of 1,248 shares — an estimated $62.8K sold.

Mount Yale Investment Advisors first reported a position in DIVB in Q2 2025 and held it in 1 quarter. The position peaked at $62.8K in Q2 2025. 140 funds tracked by Wall St. Rank hold DIVB as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares Core Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,248 iShares Core Dividend ETF shares in Q3 2025, an estimated $62.8K.
  • Mount Yale Investment Advisors first reported a position in iShares Core Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares Core Dividend ETF position peaked at $62.8K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.