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May 21, 2023
Weik Capital Management cut its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 2.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 20,611 shares of the company’s stock after selling 444 shares during the quarter. Weik Capital Management’s holdings in Vanguard Short-Term Bond ETF were worth $1,552,000 as of […]
May 21, 2023
Advisor Group Holdings Inc. lessened its position in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 14.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,959,616 shares of the company’s stock after selling 655,506 shares during the quarter. Advisor […]
May 19, 2023
Thrivent Financial for Lutherans grew its holdings in shares of iShares Mortgage Real Estate ETF (BATS:REM – Get Rating) by 3.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 98,809 shares of the company’s stock after acquiring an additional 3,180 […]
May 19, 2023
Wayfinding Financial LLC acquired a new stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,932 shares of the company’s stock, valued at approximately $234,000. A number of other large investors have also […]
May 17, 2023
Fidato Wealth LLC boosted its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 0.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 89,322 shares of the company’s stock after purchasing an additional 632 shares during the quarter. Vanguard Short-Term […]
May 17, 2023
Keystone Wealth Services LLC purchased a new position in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 13,478 shares of the company’s stock, valued at approximately $678,000. A number of other large investors have also recently […]
May 16, 2023
Legacy Capital Wealth Partners LLC boosted its position in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 1.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 331,894 shares of the company’s stock after acquiring an additional 4,699 shares […]
May 16, 2023
Gilbert & Cook Inc. lessened its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 19.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,071 shares of the company’s stock after selling 1,253 shares during the quarter. Gilbert & Cook Inc.’s holdings […]
May 15, 2023
Independent Family Office LLC cut its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 34.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,037 shares of the company’s stock after selling 4,280 shares during the period. Independent Family Office LLC’s holdings in […]
May 15, 2023
Braun Bostich & Associates Inc. trimmed its position in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 1.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 24,442 shares of the company’s stock after selling 429 shares during the quarter. First Trust Rising Dividend Achievers ETF comprises about […]