Tempus Wealth Planning’s iShares Core Dividend ETF DIVB Stock Holding History

Tempus Wealth Planning’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	$555K	Sell	10,280 -444	-4%	-$24.4K	0.13%	168
2025 Q4	$570K	Sell	10,724 -3,330	-24%	-$175K	0.13%	160
2025 Q3	$734K	Sell	14,054 -4,149	-23%	-$213K	0.17%	142
2025 Q2	$916K	Sell	18,203 -1,479	-8%	-$70.4K	0.23%	117
2025 Q1	$955K	Buy	19,682 +1	+0%	+$49	0.29%	102
2024 Q4	$933K	Buy	19,681 +207	+1%	+$10.2K	0.29%	95
2024 Q3	$944K	Buy	19,474 +389	+2%	+$18K	0.35%	81
2024 Q2	$844K	Sell	19,085 -1,426	-7%	-$62.3K	0.35%	80
2024 Q1	$913K	Buy	+20,511	New	+$863K	0.4%	71

Other funds holding DIVB

LPL Financial San Diego, California $376B 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

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

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $857M AUM

San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return