Sigma Planning Corp’s iShares Core Dividend ETF DIVB Stock Holding History

Sigma Planning Corp’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
2023 Q1	–	Sell	-18,262	Closed	-$685K	–	1311
2022 Q4	$685K	Sell	18,262 -46	-0.3%	-$1.71K	0.02%	638
2022 Q3	$619K	Buy	18,308 +4,048	+28%	+$152K	0.02%	647
2022 Q2	$517K	Buy	14,260 +4,941	+53%	+$193K	0.02%	734
2022 Q1	$389K	Buy	+9,319	New	+$388K	0.01%	948

Other funds holding DIVB

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

ATC

Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sigma Planning Corp's DIVB Position: Q1 2023 in Review

Sigma Planning Corp sold out of iShares Core Dividend ETF (DIVB) in Q1 2023, closing a stake of 18,262 shares — an estimated $685K sold.

Sigma Planning Corp first reported a position in DIVB in Q1 2022 and held it in 4 quarters. The position peaked at $685K in Q4 2022. 61 funds tracked by Wall St. Rank hold DIVB as of Q1 2023.

Sigma Planning Corp reported no remaining iShares Core Dividend ETF position as of Q1 2023 after selling out during the quarter.
Sigma Planning Corp sold 18,262 iShares Core Dividend ETF shares in Q1 2023, an estimated $685K.
Sigma Planning Corp first reported a position in iShares Core Dividend ETF in Q1 2022 and held it in 4 quarters.
Sigma Planning Corp's iShares Core Dividend ETF position peaked at $685K in Q4 2022.
61 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.