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Pacific Sun Financial’s iShares Core Dividend ETF DIVB Stock Holding History

Pacific Sun Financial’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
-4,010
Closed -$202K – 199
2025
Q2 		$202K Buy
+4,010
New +$191K 0.11% 184

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

Pacific Sun Financial's DIVB Position: Q3 2025 in Review

Pacific Sun Financial sold out of iShares Core Dividend ETF (DIVB) in Q3 2025, closing a stake of 4,010 shares — an estimated $202K sold.

Pacific Sun Financial first reported a position in DIVB in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 140 funds tracked by Wall St. Rank hold DIVB as of Q3 2025.

  • Pacific Sun Financial reported no remaining iShares Core Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Pacific Sun Financial sold 4,010 iShares Core Dividend ETF shares in Q3 2025, an estimated $202K.
  • Pacific Sun Financial first reported a position in iShares Core Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Pacific Sun Financial's iShares Core Dividend ETF position peaked at $202K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2025.

Based on Pacific Sun Financial's 13F filing for Q3 2025, filed 13 Nov 2025.