Taylor Financial Group’s iShares Core Dividend ETF DIVB Stock Holding History

Taylor Financial Group’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	$4.15M	Buy	76,990 +2,725	+4%	+$150K	2.52%	7
2025 Q4	$3.95M	Sell	74,265 -349	-0.5%	-$18.3K	2.32%	6
2025 Q3	$3.9M	Buy	74,614 +4,829	+7%	+$247K	2.24%	8
2025 Q2	$3.51M	Buy	69,785 +7,672	+12%	+$365K	2.19%	8
2025 Q1	$3.01M	Buy	62,113 +5,849	+10%	+$287K	2.1%	9
2024 Q4	$2.67M	Buy	56,264 +3,563	+7%	+$175K	1.85%	11
2024 Q3	$2.55M	Buy	52,701 +4,186	+9%	+$194K	1.76%	11
2024 Q2	$2.15M	Buy	48,515 +4,207	+9%	+$184K	1.65%	12
2024 Q1	$1.97M	Buy	44,308 +1,530	+4%	+$64.4K	1.5%	13
2023 Q4	$1.76M	Buy	+42,778	New	+$1.63M	1.44%	13

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 $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

Taylor Financial Group's DIVB Position: Q1 2026 in Review

Taylor Financial Group increased its iShares Core Dividend ETF (DIVB) stake by 3.7% in Q1 2026, buying an estimated $150K and bringing the position to 76,990 shares worth $4.15M. The position accounts for 2.52% of the portfolio, ranked #7.

Taylor Financial Group first reported a position in DIVB in Q4 2023 and has held it in 10 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Taylor Financial Group held 76,990 shares of iShares Core Dividend ETF worth $4.15M as of Q1 2026.
Taylor Financial Group bought 2,725 iShares Core Dividend ETF shares in Q1 2026, an estimated $150K.
iShares Core Dividend ETF made up 2.52% of Taylor Financial Group's portfolio in Q1 2026, its #7 holding.
Taylor Financial Group first reported a position in iShares Core Dividend ETF in Q4 2023 and has held it in 10 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.