SlateStone Wealth LLC reduced its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 23.9% in the fourth quarter, HoldingsChannel reports. The fund owned 142,791 shares of the exchange traded fund’s stock after selling 44,763 shares during the period. iShares 20+ Year Treasury Bond ETF accounts for 1.0% of […]

Vise Technologies Inc. lessened its stake in shares of Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) by 6.4% during the fourth quarter, Holdings Channel reports. The fund owned 53,970 shares of the technology company’s stock after selling 3,663 shares during the quarter. Vise Technologies Inc.’s holdings in Celestica were worth $15,954,000 as of its most […]

WCG Wealth Advisors LLC lifted its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 37.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 25,343 shares of the exchange traded fund’s stock after buying an additional 6,937 shares during the quarter. WCG Wealth Advisors LLC’s holdings in iShares […]

Prestige Wealth Management Group LLC grew its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 388,581 shares of the company’s stock after buying an additional 8,312 shares during […]

Avise Financial Cooperative Inc. bought a new position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 29,636 shares of the company’s stock, valued at approximately $5,660,000. Vanguard Value ETF accounts for approximately 5.1% of Avise Financial […]

Flagship Wealth Advisors LLC raised its position in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 11.3% in the fourth quarter, Holdings Channel reports. The fund owned 26,402 shares of the company’s stock after buying an additional 2,688 shares during the quarter. Vanguard Mega Cap ETF comprises approximately 1.9% of Flagship Wealth […]

Nomura Asset Management Co. Ltd. cut its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 11.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 61,960 shares of the company’s stock after selling 8,000 […]

SlateStone Wealth LLC raised its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 5.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 137,388 shares of the company’s stock after purchasing an additional 6,907 shares during the period. SlateStone Wealth LLC’s holdings in iShares Core S&P Mid-Cap ETF […]

Vise Technologies Inc. lifted its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 52.3% in the 4th quarter, HoldingsChannel reports. The fund owned 647,307 shares of the exchange traded fund’s stock after purchasing an additional 222,348 shares during the period. Vanguard FTSE Emerging Markets ETF makes up approximately 1.1% […]

Parallel Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.4% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 261,673 shares of the company’s stock after buying an additional 6,223 shares during the quarter. Parallel Advisors LLC’s holdings in iShares Core U.S. Aggregate […]

SlateStone Wealth LLC increased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 57,628 shares of the exchange traded fund’s stock after acquiring an additional 4,302 shares during the […]

Guidance Point Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 81,327 shares of the company’s stock after purchasing an additional 801 shares during the period. iShares Core S&P 500 ETF comprises about 12.9% of […]

WCG Wealth Advisors LLC boosted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 67.8% in the fourth quarter, Holdings Channel reports. The fund owned 66,948 shares of the company’s stock after buying an additional 27,043 shares during the quarter. WCG Wealth Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF […]

Northwestern Mutual Wealth Management Co. increased its position in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 86.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 30,857 shares of the company’s stock after purchasing an additional 14,272 shares during […]

Avise Financial Cooperative Inc. acquired a new stake in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 24,519 shares of the company’s stock, valued at approximately $1,469,000. Vanguard Intermediate-Term Treasury ETF comprises about 1.3% of Avise Financial Cooperative Inc.’s […]

Vise Technologies Inc. increased its holdings in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 293.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,670,478 shares of the company’s stock after purchasing an additional 1,991,134 shares during the […]

One Capital Management LLC lowered its stake in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 93.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,397 shares of the company’s stock after selling […]

Northwestern Mutual Wealth Management Co. reduced its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 15.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 29,721 shares of the company’s stock after selling 5,286 shares during the […]