Baron Silver Stevens Financial Advisors LLC decreased its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 11.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,993 shares of the company’s stock after selling 665 shares during the […]
Lincoln National Corp trimmed its holdings in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 4.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 24,645 shares of the exchange traded fund’s stock after selling 1,066 shares during the quarter. Lincoln National Corp’s holdings in iShares TIPS Bond ETF were worth $2,649,000 […]
Rossmore Private Capital cut its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 24.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 6,945 shares of the exchange traded fund’s stock after selling 2,202 shares during the period. Rossmore Private Capital’s holdings in iShares National Muni Bond ETF were […]
Lincoln National Corp lowered its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 7,792 shares of the investment management company’s stock after selling 141 shares during the quarter. Lincoln National Corp’s […]
Vise Technologies Inc. grew its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 52.4% in the fourth quarter, Holdings Channel reports. The fund owned 52,595 shares of the company’s stock after purchasing an additional 18,074 shares during the period. Vise Technologies Inc.’s holdings in Schwab Short-Term U.S. Treasury ETF were worth […]
Vise Technologies Inc. raised its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 3.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,055 shares of the exchange traded fund’s stock after purchasing an additional 1,164 shares during the […]
McKinley Carter Wealth Services Inc. trimmed its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 12.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,217 shares of the company’s stock after selling 1,142 shares during the quarter. McKinley Carter […]
McKinley Carter Wealth Services Inc. boosted its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 776,623 shares of the company’s stock after purchasing an additional 6,146 shares […]
US Financial Advisors LLC cut its holdings in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 75.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 9,570 shares of the company’s stock after selling 29,102 shares during the period. US Financial Advisors LLC’s holdings in Vanguard Short-Term Inflation-Protected Securities ETF […]
Mid American Wealth Advisory Group Inc. decreased its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 10.1% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 25,635 shares of the company’s stock after selling 2,881 shares during the quarter. Vanguard High Dividend Yield ETF accounts for 2.0% of Mid American […]
Baron Silver Stevens Financial Advisors LLC decreased its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 13.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 272,835 shares of the company’s stock after selling 43,808 shares during the period. Vanguard […]
Main Street Financial Solutions LLC lowered its stake in shares of FT Vest U.S. Equity Buffer ETF May (BATS:FMAY – Free Report) by 1.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 70,831 shares of the company’s stock after selling […]