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 […]

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, […]

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 […]

JFS Wealth Advisors LLC increased its holdings in shares of Invesco Quality Municipal Income Trust (NYSE:IQI – Free Report) by 1,618.1% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 143,790 shares of the financial services provider’s stock after purchasing an additional 135,421 shares during the period. JFS […]

WASHINGTON TRUST Co cut its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 29.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 129,199 shares of the company’s stock after selling 54,785 shares during the period. WASHINGTON TRUST Co’s […]

WASHINGTON TRUST Co decreased its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 5.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 12,736 shares of the exchange traded fund’s stock after selling 732 shares during the period. WASHINGTON TRUST Co’s holdings […]

WASHINGTON TRUST Co cut its stake in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 20.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 27,015 shares of the exchange traded fund’s stock after selling 6,899 shares during the period. […]

WASHINGTON TRUST Co lessened its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 338,392 shares of the utilities provider’s stock after selling 4,525 shares during the quarter. NextEra Energy […]

Gateway Wealth Partners LLC purchased a new position in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 17,794 shares of the company’s stock, valued at approximately $417,000. A number of other hedge funds have also recently […]

Walter & Keenan Wealth Management LLC IN ADV lowered its position in BlackRock MuniYield Michigan Quality Fund, Inc. (NYSE:MIY – Free Report) by 27.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,350 shares of the financial services provider’s stock after selling […]

Walter & Keenan Wealth Management LLC IN ADV grew its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 5.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 31,683 shares of the company’s stock after buying an additional 1,610 shares during the period. Vanguard Dividend […]