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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
Q3 		$603K Buy
9,340
+1
+0% +$66 0.12% 170
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

SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GCL
Gouws Capital LLC Charlotte, North Carolina $212M AUM 34.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $214M AUM 14.07% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Tempus Wealth Planning's DIVB Position: Q3 2026 in Review

Tempus Wealth Planning increased its iShares Core Dividend ETF (DIVB) stake by 0.01% in Q3 2026, buying an estimated $66 and bringing the position to 9,340 shares worth $603K. The position accounts for 0.12% of the portfolio, ranked #170.

Tempus Wealth Planning first reported a position in DIVB in Q1 2024 and has held it in 11 quarters since. The position peaked at $955K in Q1 2025. 19 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

  • Tempus Wealth Planning held 9,340 shares of iShares Core Dividend ETF worth $603K as of Q3 2026.
  • Tempus Wealth Planning bought 1 iShares Core Dividend ETF share in Q3 2026, an estimated $66.
  • iShares Core Dividend ETF made up 0.12% of Tempus Wealth Planning's portfolio in Q3 2026, its #170 holding.
  • Tempus Wealth Planning first reported a position in iShares Core Dividend ETF in Q1 2024 and has held it in 11 quarters since.
  • Tempus Wealth Planning's iShares Core Dividend ETF position peaked at $955K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.