SW
DIVB icon

SVB Wealth’s iShares Core Dividend ETF DIVB Stock Holding History

SVB Wealth’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
2024
Q1 		– Sell
-6,502
Closed -$267K – 869
2023
Q4 		$267K Buy
+6,502
New +$248K 0.01% 665

Other funds holding DIVB

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SVB Wealth's DIVB Position: Q1 2024 in Review

SVB Wealth sold out of iShares Core Dividend ETF (DIVB) in Q1 2024, closing a stake of 6,502 shares — an estimated $267K sold.

SVB Wealth first reported a position in DIVB in Q4 2023 and held it in 1 quarter. The position peaked at $267K in Q4 2023. 79 funds tracked by Wall St. Rank hold DIVB as of Q1 2024.

  • SVB Wealth reported no remaining iShares Core Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • SVB Wealth sold 6,502 iShares Core Dividend ETF shares in Q1 2024, an estimated $267K.
  • SVB Wealth first reported a position in iShares Core Dividend ETF in Q4 2023 and held it in 1 quarter.
  • SVB Wealth's iShares Core Dividend ETF position peaked at $267K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2024.

Based on SVB Wealth's 13F filing for Q1 2024, filed 15 May 2024.