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May 14, 2023
First International Bank & Trust bought a new position in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) during the 4th quarter, Holdings Channel reports. The firm bought 4,785 shares of the company’s stock, valued at approximately $241,000. Several other large investors also recently made changes to their positions in FLOT. Boyd […]
May 12, 2023
Soltis Investment Advisors LLC reduced its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 35.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,822 shares of the company’s stock after selling 4,769 shares during the quarter. Soltis Investment […]
May 12, 2023
Gibson Capital LLC trimmed its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 18.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,351 shares of the company’s stock after selling 4,500 shares during the period. Vanguard Mid-Cap […]
May 11, 2023
Financial & Tax Architects LLC purchased a new position 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 purchased 9,532 shares of the company’s stock, valued at approximately $726,000. Other institutional investors have also modified […]
May 10, 2023
First National Bank of Omaha lifted its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 87.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 18,512 shares of the company’s stock after purchasing an additional 8,623 shares during the period. […]
May 9, 2023
Ahrens Investment Partners LLC lessened its position in shares of Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR – Get Rating) by 4.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 42,820 shares of the company’s stock after selling 2,071 shares […]
May 9, 2023
Raymond James Financial Services Advisors Inc. lowered its stake in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 12.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,329,716 shares of the company’s stock after selling […]
May 9, 2023
Levy Wealth Management Group LLC increased its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 8.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 678,482 shares of the company’s stock after purchasing an additional 52,308 shares during […]
May 9, 2023
Institutional & Family Asset Management LLC cut its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 3.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,709 shares of the company’s stock after selling 694 shares […]
May 8, 2023
L.M. Kohn & Company raised its position in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 11.7% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 50,589 shares of the company’s stock after acquiring an additional 5,301 shares during the period. First Trust Rising […]