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Twin Peaks Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Twin Peaks Wealth Advisors’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 		$26.8K Buy
+497
New +$27.3K 0.01% 605
2025
Q3 		– Sell
-824
Closed -$41.8K – 660
2025
Q2 		$41.8K Buy
+824
New +$39.2K 0.01% 382

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B 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
SPIA
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
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 $879M 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

Twin Peaks Wealth Advisors's DIVB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Core Dividend ETF (DIVB) in Q1 2026: 497 shares worth $26.8K. The stake represents 0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DIVB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DIVB in Q2 2025 and has held it in 2 quarters since. The position peaked at $41.8K in Q2 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 497 shares of iShares Core Dividend ETF worth $26.8K as of Q1 2026.
  • iShares Core Dividend ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Core Dividend ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #605 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's iShares Core Dividend ETF position peaked at $41.8K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.