Sunbelt Securities’s iShares Core Dividend ETF DIVB Stock Holding History

Sunbelt Securities’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	$38.4K	Buy	711 +4	+0.6%	+$220	﹤0.01%	1094
2025 Q4	$37.6K	Buy	707 +5	+0.7%	+$262	﹤0.01%	1077
2025 Q3	$36.7K	Buy	702 +147	+26%	+$7.53K	﹤0.01%	1088
2025 Q2	$26.3K	Sell	555 -138	-20%	-$6.57K	﹤0.01%	1100
2025 Q1	$33.6K	Buy	693 +138	+25%	+$6.76K	﹤0.01%	993
2024 Q4	$26.2K	Buy	555 +4	+0.7%	+$196	﹤0.01%	1099
2024 Q3	$26.7K	Buy	551 +5	+0.9%	+$232	﹤0.01%	1094
2024 Q2	$24.2K	Buy	546 +3	+0.6%	+$131	﹤0.01%	1079
2024 Q1	$24.2K	Buy	+543	New	+$22.8K	﹤0.01%	1046

Other funds holding DIVB

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

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 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

Sunbelt Securities's DIVB Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Core Dividend ETF (DIVB) stake by 0.57% in Q1 2026, buying an estimated $220 and bringing the position to 711 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Sunbelt Securities first reported a position in DIVB in Q1 2024 and has held it in 9 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Sunbelt Securities held 711 shares of iShares Core Dividend ETF worth $38.4K as of Q1 2026.
Sunbelt Securities bought 4 iShares Core Dividend ETF shares in Q1 2026, an estimated $220.
iShares Core Dividend ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1094 holding.
Sunbelt Securities first reported a position in iShares Core Dividend ETF in Q1 2024 and has held it in 9 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.