Simplex Trading
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Simplex Trading’s iShares Core Dividend ETF DIVB Stock Holding History

Simplex Trading’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
2022
Q2 		– Sell
-11
Closed -$430 – 10151
2022
Q1 		$0 Sell
11
-189
-95% -$7.86K ﹤0.01% 10566
2021
Q4 		$8K Buy
+200
New +$8.28K ﹤0.01% 9182

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 $879M 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

Simplex Trading's DIVB Position: Q2 2022 in Review

Simplex Trading sold out of iShares Core Dividend ETF (DIVB) in Q2 2022, closing a stake of 11 shares — an estimated $430 sold.

Simplex Trading first reported a position in DIVB in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 64 funds tracked by Wall St. Rank hold DIVB as of Q2 2022.

  • Simplex Trading reported no remaining iShares Core Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Simplex Trading sold 11 iShares Core Dividend ETF shares in Q2 2022, an estimated $430.
  • Simplex Trading first reported a position in iShares Core Dividend ETF in Q4 2021 and held it in 2 quarters.
  • Simplex Trading's iShares Core Dividend ETF position peaked at $8K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2022.

Based on Simplex Trading's 13F filing for Q2 2022, filed 3 Aug 2022.