Forte Asset Management LLC Sells 3,515 Shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)
Forte Asset Management LLC trimmed its holdings in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 12.1% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 25,536 shares of the company’s stock after selling 3,515 shares during the period. iShares 10-20 […]
Forte Asset Management LLC Has $3.93 Million Position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)
Forte Asset Management LLC reduced its stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 17.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 40,071 shares of the exchange traded fund’s stock after selling 8,276 shares during the quarter. iShares […]
William Howard & Co Financial Advisors Inc Has $623,000 Stock Holdings in Vanguard Ultra-Short Bond ETF (BATS:VUSB)
William Howard & Co Financial Advisors Inc lifted its position in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 85.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,476 shares of the company’s stock after […]
Principal Securities Inc. Purchases 491,627 Shares of Principal Spectrum Tax-Advantaged Dividend Active ETF (NYSEARCA:PQDI)
Principal Securities Inc. boosted its position in shares of Principal Spectrum Tax-Advantaged Dividend Active ETF (NYSEARCA:PQDI – Free Report) by 62,074.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 492,419 shares of the company’s stock after buying an additional 491,627 shares […]
Creative Financial Designs Inc. ADV Purchases 6,197 Shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)
Creative Financial Designs Inc. ADV lifted its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 7.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 89,802 shares of the company’s stock after acquiring an additional 6,197 shares […]
Rosenberg Matthew Hamilton Has $111,000 Position in iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG)
Rosenberg Matthew Hamilton raised its stake in shares of iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG – Free Report) by 39.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,379 shares of the exchange traded fund’s stock after acquiring an additional 389 […]
SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) is Hills Bank & Trust Co’s 2nd Largest Position
Hills Bank & Trust Co reduced its position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 0.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 120,979 shares of the exchange traded fund’s stock after selling 407 shares during the […]
Whelan Financial Has $16.29 Million Holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Whelan Financial increased its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 1.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 205,043 shares of the company’s stock after acquiring an additional 2,144 shares […]
Rosenberg Matthew Hamilton Buys 1,240 Shares of Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT)
Rosenberg Matthew Hamilton increased its stake in Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT – Free Report) by 12.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,227 shares of the exchange traded fund’s stock after buying an […]
Rosenberg Matthew Hamilton Purchases 5,691 Shares of SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK)
Rosenberg Matthew Hamilton lifted its position in SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK – Free Report) by 10.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 58,020 shares of the company’s stock after acquiring an additional 5,691 shares during the period. Rosenberg […]
SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB) Shares Sold by Rosenberg Matthew Hamilton
Rosenberg Matthew Hamilton lessened its holdings in shares of SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 6.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 8,869 shares of the company’s stock after selling 642 shares during the […]
Nikulski Financial Inc. Sells 11,423 Shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)
Nikulski Financial Inc. decreased its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 20.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 45,546 shares of the company’s stock after selling 11,423 shares during the period. Nikulski […]
1,914 Shares in Invesco BuyBack Achievers ETF (NASDAQ:PKW) Bought by Lodestar Private Asset Management LLC
Lodestar Private Asset Management LLC bought a new position in Invesco BuyBack Achievers ETF (NASDAQ:PKW – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 1,914 shares of the exchange traded fund’s stock, valued at approximately $219,000. Other hedge funds and other institutional […]
471 Shares in Vanguard Total International Stock ETF (NASDAQ:VXUS) Bought by Highline Wealth Partners LLC
Highline Wealth Partners LLC purchased a new position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 471 shares of the company’s stock, valued at approximately $30,000. Several other hedge funds and other […]
HM Payson & Co. Has $5.18 Million Stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
HM Payson & Co. decreased its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.1% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 26,133 shares of the company’s stock after selling 1,123 shares during the period. HM Payson & […]
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Makes New Investment in Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU)
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA acquired a new position in shares of Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 1,544 shares of the company’s stock, […]
Valmark Advisers Inc. Acquires 703 Shares of Pimco Total Return ETF (NYSEARCA:BOND)
Valmark Advisers Inc. grew its stake in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 13.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,873 shares of the exchange traded fund’s stock after purchasing an additional 703 shares during […]
last updated on 1 Nov 16:27