Fulton Breakefield Broenniman LLC increased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 5.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,654 shares of the exchange traded fund’s stock after buying an additional […]
Larson Financial Group LLC trimmed its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 29.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,410 shares of the exchange traded fund’s stock after selling 15,466 shares during the […]
Truist Financial Corp grew its stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 43.6% in the 4th quarter, Holdings Channel reports. The firm owned 1,562,835 shares of the exchange traded fund’s stock after purchasing an additional 474,819 shares during the period. Truist Financial Corp’s holdings in iShares 7-10 Year Treasury […]
Golden State Equity Partners grew its holdings in iShares MBS ETF (NASDAQ:MBB – Free Report) by 187.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,796 shares of the company’s stock after purchasing an additional 7,036 shares during the […]
Roth Financial Partners LLC lifted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 2,547.7% in the fourth quarter, HoldingsChannel reports. The firm owned 216,844 shares of the company’s stock after buying an additional 208,654 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up approximately 5.7% of Roth Financial Partners LLC’s […]
Roble Belko & Company Inc cut its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 96.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,600 shares of the exchange traded fund’s stock after selling 40,222 shares during […]
Delta Financial Advisors LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,060 shares of the company’s stock after selling 197 shares during the period. Delta Financial Advisors […]
Citizens Financial Group Inc. RI reduced its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 1.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 189,583 shares of the exchange traded fund’s stock after selling 2,740 shares during the period. Citizens Financial […]
NewSquare Capital LLC reduced its stake in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Free Report) by 2.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 582,777 shares of the company’s stock after selling 12,366 shares during the […]
Cary Street Partners Asset Management LLC raised its position in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 11.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 157,306 shares of the company’s stock after purchasing an additional 16,292 […]
Addison Advisors LLC lifted its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 644.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 685 shares of the semiconductor manufacturer’s stock after purchasing an additional 593 shares during the quarter. Addison […]
Syon Capital LLC lifted its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 25.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,503 shares of the coffee company’s stock after purchasing an additional 2,156 shares during the quarter. Syon […]