Whalen Wealth Management Inc. increased its holdings in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 337.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,396 shares of the software company’s stock after purchasing an additional 3,392 shares during the quarter. Autodesk accounts for about […]

Insight Wealth Strategies LLC raised its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 22.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 46,562 shares of the iPhone maker’s stock after acquiring an additional 8,616 shares during the quarter. Apple […]

Talbot Financial LLC raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 5.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 234,822 shares of the network equipment provider’s stock after buying an additional 12,117 shares during […]

Phraction Management LLC grew its position in Danaher Corporation (NYSE:DHR – Free Report) by 39.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 65,802 shares of the conglomerate’s stock after purchasing an additional 18,620 shares during the quarter. Danaher makes up 3.8% of […]

Whalen Wealth Management Inc. trimmed its stake in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 63.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,597 shares of the construction company’s stock after selling 6,138 shares during the period. Whalen Wealth Management […]

Whalen Wealth Management Inc. bought a new position in shares of Exelixis, Inc. (NASDAQ:EXEL – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 12,769 shares of the biotechnology company’s stock, valued at approximately $527,000. Several other […]

Redhawk Wealth Advisors Inc. lowered its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 82.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 18,226 shares of the exchange traded fund’s stock after selling 88,154 shares during the quarter. Redhawk Wealth Advisors Inc.’s holdings in iShares Gold Trust were worth […]

Wedmont Private Capital trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 8.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,477 shares of the company’s stock after selling 1,221 shares during the quarter. Wedmont Private Capital’s […]

Talbot Financial LLC raised its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 8.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 21,292 shares of the retailer’s stock after purchasing an additional 1,582 shares during the quarter. Costco Wholesale makes up […]

Whalen Wealth Management Inc. purchased a new position in shares of Ascendis Pharma A/S (NASDAQ:ASND – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 4,620 shares of the biotechnology company’s stock, valued at approximately $919,000. Several other hedge […]

Redhawk Wealth Advisors Inc. bought a new position in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 95,814 shares of the exchange traded fund’s stock, valued at approximately $10,656,000. iShares TIPS Bond ETF […]

Whalen Wealth Management Inc. grew its holdings in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) by 197.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,245 shares of the financial services provider’s stock after buying an […]

Partnership Wealth Management LLC lowered its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 2.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 21,236 shares of the company’s stock after selling 528 shares during the quarter. Eli Lilly […]

Genesis Private Wealth LLC increased its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 4.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 289,359 shares of the company’s stock after purchasing an additional 11,231 shares during the period. Fidelity Total Bond ETF […]

Redhawk Wealth Advisors Inc. purchased a new position in shares of Adtalem Global Education Inc. (NYSE:ATGE – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 13,818 shares of the company’s stock, valued at approximately $2,134,000. A number of other hedge funds […]

Whalen Wealth Management Inc. grew its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 80.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 43,824 shares of the company’s stock after purchasing an additional 19,583 shares during the […]

Whalen Wealth Management Inc. bought a new stake in shares of Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm bought 17,012 shares of the semiconductor company’s stock, valued at approximately $1,093,000. A number of other hedge funds and other institutional […]

Sterling Manor Financial LLC boosted its holdings in shares of SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK – Free Report) by 15.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 322,349 shares of the company’s stock after […]

Whalen Wealth Management Inc. purchased a new stake in Hims & Hers Health, Inc. (NYSE:HIMS – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 15,354 shares of the company’s stock, valued at approximately $871,000. Several other large investors have also recently made changes […]

Sterling Manor Financial LLC lifted its position in shares of SPDR Portfolio Corporate Bond ETF (NYSEARCA:SPBO – Free Report) by 14.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 617,319 shares of the company’s stock after buying an additional 78,394 shares during the […]

Marshall Financial Group LLC purchased a new stake in Janus Henderson Securitized Income ETF (NYSEARCA:JSI – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 391,682 shares of the company’s stock, valued at approximately $20,473,000. Janus Henderson Securitized Income ETF […]

Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Get Free Report) declared a monthly dividend on Tuesday, December 16th, NASDAQ Dividends reports. Investors of record on Thursday, December 18th will be given a dividend of 0.3005 per share on Monday, December 22nd. This represents a c) annualized dividend and a dividend yield of 4.5%. The ex-dividend […]

New Capital Management LP cut its position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 18.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 162,427 shares of the company’s stock after selling 37,911 shares during the period. iShares Treasury Floating Rate Bond ETF comprises about 2.2% of New Capital Management […]

Patriot Financial Group Insurance Agency LLC grew its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 142.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,873 shares of the company’s stock after purchasing an […]

Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Get Free Report) declared a monthly dividend on Tuesday, December 16th. Investors of record on Thursday, December 18th will be given a dividend of 0.1939 per share on Monday, December 22nd. This represents a c) annualized dividend and a yield of 3.9%. The ex-dividend date of this dividend is […]

iShares MBS ETF (NASDAQ:MBB – Get Free Report) declared a monthly dividend on Thursday, December 18th. Shareholders of record on Friday, December 19th will be paid a dividend of 0.334 per share on Wednesday, December 24th. This represents a c) dividend on an annualized basis and a yield of 4.2%. The ex-dividend date is Friday, […]

Whalen Wealth Management Inc. raised its holdings in shares of Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA – Free Report) by 206.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 160,129 shares of the company’s stock after buying an additional […]

Patriot Financial Group Insurance Agency LLC raised its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 90.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 34,389 shares of the company’s stock after purchasing an additional 16,311 shares during the quarter. Vanguard […]

U.S. Capital Wealth Advisors LLC increased its holdings in International Business Machines Corporation (NYSE:IBM – Free Report) by 22.0% during the third quarter, HoldingsChannel reports. The fund owned 55,388 shares of the technology company’s stock after acquiring an additional 9,993 shares during the quarter. U.S. Capital Wealth Advisors LLC’s holdings in International Business Machines were […]

Thurston Springer Miller Herd & Titak Inc. decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 96.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 722 shares of the company’s stock after selling 18,349 shares during the period. Eli […]

Whalen Wealth Management Inc. acquired a new stake in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) in the 3rd quarter, HoldingsChannel reports. The firm acquired 74,998 shares of the company’s stock, valued at approximately $2,272,000. SPDR Portfolio Short Term Corporate Bond ETF comprises about 1.3% of Whalen Wealth Management […]

Patriot Financial Group Insurance Agency LLC boosted its holdings in shares of iShares International Treasury Bond ETF (NASDAQ:IGOV – Free Report) by 26.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 143,551 shares of the company’s stock after purchasing an […]

iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Get Free Report) announced a monthly dividend on Thursday, December 18th. Stockholders of record on Friday, December 19th will be paid a dividend of 0.3127 per share by the exchange traded fund on Wednesday, December 24th. This represents a c) dividend on an annualized basis and a […]

Vanguard Total Corporate Bond ETF (NASDAQ:VTC – Get Free Report) announced a monthly dividend on Tuesday, December 16th. Stockholders of record on Thursday, December 18th will be paid a dividend of 0.3105 per share on Monday, December 22nd. This represents a c) annualized dividend and a dividend yield of 4.8%. The ex-dividend date is Thursday, […]

Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Get Free Report) announced a monthly dividend on Tuesday, December 16th. Shareholders of record on Thursday, December 18th will be paid a dividend of 0.1939 per share on Monday, December 22nd. This represents a c) annualized dividend and a yield of 3.9%. The ex-dividend date of this dividend is […]

Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Get Free Report) declared a monthly dividend on Tuesday, December 16th, NASDAQ Dividends reports. Shareholders of record on Thursday, December 18th will be paid a dividend of 0.3005 per share on Monday, December 22nd. This represents a c) annualized dividend and a yield of 4.5%. The ex-dividend date […]

iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Get Free Report) announced a monthly dividend on Thursday, December 18th. Shareholders of record on Friday, December 19th will be paid a dividend of 0.1466 per share on Wednesday, December 24th. This represents a c) annualized dividend and a yield of 6.4%. The ex-dividend date of this […]

iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Get Free Report) was the recipient of some unusual options trading on Thursday. Traders bought 108,205 call options on the stock. This is an increase of approximately 364% compared to the typical daily volume of 23,299 call options. iShares 7-10 Year Treasury Bond ETF Price Performance Shares […]

iShares iBonds Dec 2030 Term Treasury ETF (NASDAQ:IBTK – Get Free Report) declared a monthly dividend on Thursday, December 18th. Shareholders of record on Friday, December 19th will be given a dividend of 0.0587 per share on Wednesday, December 24th. This represents a c) annualized dividend and a yield of 3.5%. The ex-dividend date is […]

Patriot Financial Group Insurance Agency LLC grew its position in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 125.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 38,695 shares of the company’s stock after buying an additional 21,510 shares during […]

iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Get Free Report) declared a monthly dividend on Thursday, December 18th. Investors of record on Friday, December 19th will be paid a dividend of 0.1699 per share on Wednesday, December 24th. This represents a c) dividend on an annualized basis and a yield of 4.2%. The […]

Vanguard Total International Bond ETF (NASDAQ:BNDX – Get Free Report) declared a monthly dividend on Tuesday, December 16th, NASDAQ Dividends reports. Stockholders of record on Thursday, December 18th will be paid a dividend of 0.9686 per share on Monday, December 22nd. This represents a c) annualized dividend and a dividend yield of 24.0%. The ex-dividend […]

Redhawk Wealth Advisors Inc. bought a new position in Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 109,630 shares of the company’s stock, valued at approximately $5,919,000. Several other large investors have also […]

Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Get Free Report) announced a quarterly dividend on Tuesday, December 16th. Investors of record on Thursday, December 18th will be given a dividend of 0.711 per share on Monday, December 22nd. This represents a c) dividend on an annualized basis and a yield of 5.8%. The ex-dividend date […]

Goldman Sachs Access High Yield Corporate Bond ETF (NYSEARCA:GHYB – Get Free Report)’s share price was up 0.2% on Thursday . The stock traded as high as $45.54 and last traded at $45.48. Approximately 9,442 shares changed hands during trading, a decline of 41% from the average daily volume of 16,084 shares. The stock had […]