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Seed Wealth Management Inc. Acquires Shares of 11,000 Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Seed Wealth Management Inc. acquired a new stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) during the 2nd quarter, Holdings Channel reports. The fund acquired 11,000 shares of the exchange traded fund’s stock, valued at approximately $506,000. A number of other hedge funds also recently made changes to their positions in VMBS. Golden […]
New Hampshire United States Third Securities Inc Money Concepts Capital Corp Kc Investment Advisors Holdings Channel
Source: wkrb13.com

Alera Investment Advisors LLC Lowers Stake in iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB)

Alera Investment Advisors LLC lowered its position in shares of iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB – Free Report) by 2.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 34,823 shares of the company’s stock after selling 1,022 shares during the period. iShares Short-Term National Muni Bond ETF accounts for 0.8% of […]
Holdings Channel Company Profile Term National Muni Bond Advisornet Financial Inc Householder Group Estate Retirement Specialist Symmetry Partners

Arlington Partners LLC Increases Stock Holdings in SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (NYSEARCA:BIL)

Arlington Partners LLC increased its holdings in shares of SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 6.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,809 shares of the company’s stock after buying an additional 2,317 shares […]
United States Bloomberg Barclays Arlington Partners Exchange Commission Brien Greene Co Salomon Ludwin
Source: wkrb13.com

Bank Hapoalim BM Decreases Stock Holdings in First Trust Capital Strength ETF (NASDAQ:FTCS)

Bank Hapoalim BM trimmed its position in shares of First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 9.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 192,555 shares of the company’s stock after selling 19,780 shares during the period. […]
United States Advisor Group First Trust Capital Strength Axiom Financial Strategies Third Securities Inc Credit Suisse Group

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Creative Planning Acquires 16,614 Shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

Creative Planning grew its holdings in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 1.1% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,483,686 shares of the company’s stock after buying an additional 16,614 shares during the quarter. Creative […]
United States Schwab International Small Third Securities Inc Front Row Advisors Foster Group Inc Company Profile

Columbus Macro LLC Sells 23,303 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Columbus Macro LLC reduced its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 47.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,109 shares of the company’s stock after selling 23,303 shares during the period. Columbus Macro LLC’s […]
Third Securities Inc Stairway Partners Wealth Concepts Columbus Macro Exchange Commission Hightower Advisors
Source: wkrb13.com

iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD) Shares Bought by IFG Advisory LLC

IFG Advisory LLC lifted its stake in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD – Free Report) by 671.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 38,122 shares of the exchange traded fund’s stock after purchasing […]
United States Company Profile Heartwood Wealth Advisors Boxx Investment Grade Corporate Bond Fund Securities Exchange Commission Third Securities Inc
Source: wkrb13.com

SPDR Portfolio TIPS ETF (NYSEARCA:SPIP) Shares Purchased by Treasure Coast Financial Planning

Treasure Coast Financial Planning grew its position in SPDR Portfolio TIPS ETF (NYSEARCA:SPIP – Free Report) by 2.9% during the second quarter, HoldingsChannel reports. The firm owned 272,713 shares of the company’s stock after buying an additional 7,609 shares during the quarter. SPDR Portfolio TIPS ETF comprises approximately 4.8% of Treasure Coast Financial Planning’s holdings, […]
Third Securities Inc Fulton Breakefield Broenniman Foundations Investment Advisors Wooster Corthell Wealth Management Inc Treasure Coast Financial Planning Free Report
Source: wkrb13.com

Ackerman Capital Advisors LLC Has $6.45 Million Holdings in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Ackerman Capital Advisors LLC cut its stake in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 1.1% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 261,966 shares of the company’s stock after selling 2,845 shares during the period. Schwab Emerging […]
Truist Financial Corp Third Securities Inc Boyd Wealth Management Cedar Brook Financial Partners Bartlett Co Ackerman Capital Advisors
Source: wkrb13.com

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