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Cyndeo Wealth Partners LLC Takes $9.15 Million Position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) - Vimarsana News

Cyndeo Wealth Partners LLC Takes $9.15 Million Position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Cyndeo Wealth Partners LLC purchased a new stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 79,622 shares of the company’s stock, valued at approximately $9,148,000. iShares 3-7 Year Treasury Bond […]

Wooster Corthell Wealth Management Inc. Sells 3,219 Shares of iShares GNMA Bond ETF (NASDAQ:GNMA) - Vimarsana News

Wooster Corthell Wealth Management Inc. Sells 3,219 Shares of iShares GNMA Bond ETF (NASDAQ:GNMA)

Wooster Corthell Wealth Management Inc. trimmed its position in shares of iShares GNMA Bond ETF (NASDAQ:GNMA – Get Rating) by 6.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 49,526 shares of the company’s stock after selling 3,219 shares […]

Wooster Corthell Wealth Management Inc. Decreases Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) - Vimarsana News

Wooster Corthell Wealth Management Inc. Decreases Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Wooster Corthell Wealth Management Inc. lessened its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 2.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 22,226 shares of the company’s stock after selling 580 shares during […]

Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Holdings Boosted by Sandbox Financial Partners LLC - Vimarsana News

Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Holdings Boosted by Sandbox Financial Partners LLC

Wooster Corthell Wealth Management Inc. increased its stake in shares of iShares MBS ETF (NASDAQ:MBB – Get Rating) by 1.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 77,759 shares of the company’s stock after buying an additional 801 shares during […]

Wooster Corthell Wealth Management Inc. Cuts Stock Holdings in iShares Aaa – A Rated Corporate Bond ETF (NYSEARCA:QLTA) - Vimarsana News

Wooster Corthell Wealth Management Inc. Cuts Stock Holdings in iShares Aaa – A Rated Corporate Bond ETF (NYSEARCA:QLTA)

Wooster Corthell Wealth Management Inc. reduced its stake in iShares Aaa – A Rated Corporate Bond ETF (NYSEARCA:QLTA – Get Rating) by 2.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 161,317 shares of the company’s stock after selling 4,640 […]