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Tandem Capital Management’s iShares Core Dividend ETF DIVB Stock Holding History

Tandem Capital Management’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 		$580K Buy
10,755
+120
+1% +$6.59K 0.29% 77
2025
Q4 		$565K Sell
10,635
-100
-0.9% -$5.25K 0.26% 84
2025
Q3 		$561K Sell
10,735
-90
-0.8% -$4.61K 0.26% 83
2025
Q2 		$545K Hold
10,825
– – 0.28% 76
2025
Q1 		$525K Buy
10,825
+520
+5% +$25.5K 0.29% 74
2024
Q4 		$488K Buy
10,305
+100
+1% +$4.91K 0.26% 82
2024
Q3 		$494K Buy
10,205
+225
+2% +$10.4K 0.26% 83
2024
Q2 		$439K Sell
9,980
-1,270
-11% -$55.5K 0.24% 89
2024
Q1 		$501K Buy
11,250
+380
+3% +$16K 0.28% 83
2023
Q4 		$446K Sell
10,870
-110
-1% -$4.19K 0.28% 79
2023
Q3 		$409K Sell
10,980
-90
-0.8% -$3.49K 0.28% 78
2023
Q2 		$423K Sell
11,070
-740
-6% -$27.5K 0.28% 78
2023
Q1 		$441K Buy
11,810
+870
+8% +$33.1K 0.31% 73
2022
Q4 		$410K Buy
10,940
+2,905
+36% +$108K 0.32% 69
2022
Q3 		$288K Buy
8,035
+550
+7% +$20.7K 0.24% 75
2022
Q2 		$271K Buy
7,485
+1,150
+18% +$44.9K 0.22% 83
2022
Q1 		$255K Buy
6,335
+580
+10% +$24.1K 0.18% 85
2021
Q4 		$246K Buy
+5,755
New +$238K 0.14% 86

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 $857M 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

Tandem Capital Management's DIVB Position: Q1 2026 in Review

Tandem Capital Management increased its iShares Core Dividend ETF (DIVB) stake by 1.1% in Q1 2026, buying an estimated $6.59K and bringing the position to 10,755 shares worth $580K. The position accounts for 0.29% of the portfolio, ranked #77.

Tandem Capital Management first reported a position in DIVB in Q4 2021 and has held it in 18 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • Tandem Capital Management held 10,755 shares of iShares Core Dividend ETF worth $580K as of Q1 2026.
  • Tandem Capital Management bought 120 iShares Core Dividend ETF shares in Q1 2026, an estimated $6.59K.
  • iShares Core Dividend ETF made up 0.29% of Tandem Capital Management's portfolio in Q1 2026, its #77 holding.
  • Tandem Capital Management first reported a position in iShares Core Dividend ETF in Q4 2021 and has held it in 18 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.