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Tranquility Partners’s iShares Core Dividend ETF DIVB Stock Holding History

Tranquility Partners’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
2023
Q4 		– Sell
-5,508
Closed -$205K – 206
2023
Q3 		$205K Buy
+5,508
New +$213K 0.09% 206

Other funds holding DIVB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return

Tranquility Partners's DIVB Position: Q4 2023 in Review

Tranquility Partners sold out of iShares Core Dividend ETF (DIVB) in Q4 2023, closing a stake of 5,508 shares — an estimated $205K sold.

Tranquility Partners first reported a position in DIVB in Q3 2023 and held it in 1 quarter. The position peaked at $205K in Q3 2023. 66 funds tracked by Wall St. Rank hold DIVB as of Q4 2023.

  • Tranquility Partners reported no remaining iShares Core Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Tranquility Partners sold 5,508 iShares Core Dividend ETF shares in Q4 2023, an estimated $205K.
  • Tranquility Partners first reported a position in iShares Core Dividend ETF in Q3 2023 and held it in 1 quarter.
  • Tranquility Partners's iShares Core Dividend ETF position peaked at $205K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q4 2023.

Based on Tranquility Partners's 13F filing for Q4 2023, filed 31 Jan 2024.