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Ishares Tr us divid bybck shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Ishares Tr us divid bybck (DIVB) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr us divid bybck by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 5.1k 52.25
2025-06-30 $257k 5.1k 50.32
2025-03-31 $247k 5.1k 48.52
2024-12-31 $242k 5.1k 47.40

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

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