Axxcess Wealth Management »

Ishares Tr us divid bybck shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Ishares Tr us divid bybck (DIVB) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Ishares Tr us divid bybck

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr us divid bybck held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr us divid bybck by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $576k 11k 52.25
2025-06-30 $704k 14k 50.32

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Ishares Tr us divid bybck

LPL Financial
Steward Partners Investment Advisory
IAG Wealth Partners
Foguth Wealth Management
Cetera Investment Advisers
CI Private Wealth
Segall Bryant & Hamill
IFG Advisory
Aptus Capital Advisors
Sunburst Financial Group
Masso Torrence Wealth Management
San Luis Wealth Advisors
Commonwealth Equity Services
Integrity Alliance
Aspire Capital Advisors

View all funds holding Ishares Tr us divid bybck