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 Q2	$575K	Sell	9,339 -941	-9%	-$55.3K	0.11%	171
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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Tempus Wealth Planning's DIVB Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares Core Dividend ETF (DIVB) stake by 9.2% in Q2 2026, selling an estimated $55.3K and leaving 9,339 shares worth $575K. The position accounts for 0.11% of the portfolio, ranked #171.

Tempus Wealth Planning first reported a position in DIVB in Q1 2024 and has held it in 10 quarters since. The position peaked at $955K in Q1 2025. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Tempus Wealth Planning held 9,339 shares of iShares Core Dividend ETF worth $575K as of Q2 2026.
Tempus Wealth Planning sold 941 iShares Core Dividend ETF shares in Q2 2026, an estimated $55.3K.
iShares Core Dividend ETF made up 0.11% of Tempus Wealth Planning's portfolio in Q2 2026, its #171 holding.
Tempus Wealth Planning first reported a position in iShares Core Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Tempus Wealth Planning's iShares Core Dividend ETF position peaked at $955K in Q1 2025.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.