DIVB — ISHARES TR

Ownership history in TANDEM CAPITAL MANAGEMENT CORP /ADV  ·  18 quarters on record

AI Ownership Summary

TANDEM CAPITAL MANAGEMENT CORP /ADV reported ISHARES TR (DIVB) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2025 Q1. The latest visible filing shows DIVB at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIVB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TANDEM CAPITAL MANAGEMENT CORP /ADV's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DIVB was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DIVB stock page TANDEM CAPITAL MANAGEMENT CORP /ADV fund profile TANDEM CAPITAL MANAGEMENT CORP /ADV full holdings
How TANDEM CAPITAL MANAGEMENT CORP /ADV held DIVB — position size vs. price
% of Fund (quarterly)    DIVB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 10,755 +120 +1.1% 0.29% $580K 2026-04-16 $55.57
2025 Q4 REDUCED 10,635 -100 -0.9% 0.26% $565K 2026-01-23 $54.07
2025 Q3 REDUCED 10,735 -90 -0.8% 0.26% $561K 2025-11-12 $51.94
2025 Q2 UNCHANGED 10,825 — 0% 0.28% $545K 2025-07-24 $50.13
2025 Q1 ADDED 10,825 +520 +5.0% 0.29% $525K 2025-04-22 $44.01
2024 Q4 REDUCED 10,305 -945 -8.4% 0.26% $488K 2025-01-27 $48.15
2024 Q3 ADDED 11,250 +1,270 +12.7% 0.28% $501K 2024-10-23 $47.18
2024 Q2 REDUCED 9,980 -1,270 -11.3% 0.24% $439K 2024-07-08 $42.02
2024 Q1 ADDED 11,250 +380 +3.5% 0.28% $501K 2024-05-16 $42.34
2023 Q4 REDUCED 10,870 -110 -1.0% 0.28% $446K 2024-02-02 $38.93
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DIVB

As of 2026 Q1 — sorted by position size

Welch Financial Planning, LLC 8.98% Sunburst Financial Group, LLC 3Y 3.01% Aspire Capital Advisors LLC 3Y 2.98% PEOPLES BANK /OH 3Y 7Y 1.05% ADG Wealth Management Group, LLC 0.76% Breakwater Capital Group 3Y 0.74% Meridian Financial Advisors, LLC 0.22% Princeton Global Asset Management LLC 3Y 7Y 0.18% M3 Advisory Group, LLC 0.15% Green Ridge Wealth Planning LLC 0.11%

FAQ About TANDEM CAPITAL MANAGEMENT CORP /ADV and DIVB

These are the practical questions this page is built to answer before you even open the full history table.

How long has TANDEM CAPITAL MANAGEMENT CORP /ADV reported owning DIVB?

TANDEM CAPITAL MANAGEMENT CORP /ADV reported DIVB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DIVB position in TANDEM CAPITAL MANAGEMENT CORP /ADV's portfolio?

The largest reported portfolio weight for DIVB was 0.29% in 2025 Q1.

What is the latest reported DIVB position on this page?

The most recent filing on this page is 2026 Q1, when TANDEM CAPITAL MANAGEMENT CORP /ADV reported 10,755 shares, equal to 0.29% of portfolio, with an estimated market value of $580K.

What does the chart on this DIVB ownership page compare?

The chart compares TANDEM CAPITAL MANAGEMENT CORP /ADV's quarterly DIVB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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