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SFG Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

SFG Wealth 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
Q1 		– Sell
-16,315
Closed -$867K – 106
2025
Q4 		$867K Hold
16,315
– – 0.34% 53
2025
Q3 		$852K Buy
+16,315
New +$836K 0.37% 53
2025
Q2 		– Sell
-32,630
Closed -$1.58M – 92
2025
Q1 		$1.58M Buy
+32,630
New +$1.6M 0.77% 27

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 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

SFG Wealth Management's DIVB Position: Q1 2026 in Review

SFG Wealth Management sold out of iShares Core Dividend ETF (DIVB) in Q1 2026, closing a stake of 16,315 shares — an estimated $867K sold.

SFG Wealth Management first reported a position in DIVB in Q1 2025 and held it in 3 quarters. The position peaked at $1.58M in Q1 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • SFG Wealth Management reported no remaining iShares Core Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 16,315 iShares Core Dividend ETF shares in Q1 2026, an estimated $867K.
  • SFG Wealth Management first reported a position in iShares Core Dividend ETF in Q1 2025 and held it in 3 quarters.
  • SFG Wealth Management's iShares Core Dividend ETF position peaked at $1.58M in Q1 2025.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.