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December 20, 2023
Sound Income Strategies LLC boosted its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 354.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 718 shares of the company’s stock after buying an additional 560 shares […]
December 19, 2023
Independent Wealth Network Inc. reduced its stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 0.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 104,439 shares of the company’s stock after selling 635 shares during the quarter. SPDR Portfolio […]
December 19, 2023
Independent Wealth Network Inc. raised its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 9.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 119,071 shares of the company’s stock after buying an additional 9,782 […]
December 19, 2023
Independent Wealth Network Inc. decreased its holdings in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 9.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,900 shares of the specialty chemicals company’s stock after selling 194 shares during the period. Independent […]
December 19, 2023
Independent Wealth Network Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.6% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,998 shares of the company’s stock after buying an additional 476 […]
December 19, 2023
Independent Wealth Network Inc. raised its position in iShares Core 10+ Year USD Bond ETF (NYSEARCA:ILTB – Free Report) by 11.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,184 shares of the company’s stock after purchasing an additional […]
December 19, 2023
Independent Wealth Network Inc. increased its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 1.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 42,503 shares of the company’s stock after purchasing an additional 587 shares during the quarter. Dimensional U.S. […]
December 19, 2023
SeaCrest Wealth Management LLC trimmed its position in Altria Group, Inc. (NYSE:MO – Free Report) by 1.6% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 56,507 shares of the company’s stock after selling 911 shares during the period. SeaCrest Wealth Management LLC’s holdings in Altria Group […]
December 19, 2023
Independent Wealth Network Inc. lifted its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 8.9% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 39,142 shares of the company’s stock after buying an additional 3,198 shares during the period. iShares MSCI […]
December 19, 2023
Independent Wealth Network Inc. lifted its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 12.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,187 shares of the company’s stock after buying an additional 2,711 shares during […]