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Stonebridge Financial Group (Pennsylvania)’s iShares Core Dividend ETF DIVB Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q1 		– Sell
-668
Closed -$31.7K – 1013
2024
Q4 		$31.7K Buy
+668
New +$32.8K ﹤0.01% 438

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SAW
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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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
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Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s DIVB Position: Q1 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares Core Dividend ETF (DIVB) in Q1 2025, closing a stake of 668 shares — an estimated $31.7K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in DIVB in Q4 2024 and held it in 1 quarter. The position peaked at $31.7K in Q4 2024. 123 funds tracked by Wall St. Rank hold DIVB as of Q1 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares Core Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 668 iShares Core Dividend ETF shares in Q1 2025, an estimated $31.7K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Core Dividend ETF position peaked at $31.7K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2025, filed 25 Apr 2025.