Integrated Advisors Network LLC lessened its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 87.3% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 14,350 shares of the company’s stock after selling 98,240 shares during the period. Integrated Advisors Network […]

Beam Wealth Advisors Inc. bought a new position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 12,591 shares of the company’s stock, valued at approximately $577,000. A number of other institutional investors have […]

Beam Wealth Advisors Inc. bought a new stake in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor bought 173,934 shares of the company’s stock, valued at approximately $8,013,000. JPMorgan Income ETF comprises approximately 2.0% of Beam Wealth Advisors Inc.’s portfolio, making the stock its 9th biggest holding. […]

Bluestem Financial Advisors LLC increased its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.0% during the first quarter, Holdings Channel reports. The firm owned 123,580 shares of the company’s stock after acquiring an additional 2,481 shares during the period. Vanguard Small-Cap ETF makes up approximately 12.5% of Bluestem Financial Advisors LLC’s investment […]

Efficient Advisors LLC decreased its holdings in shares of Dimensional International Small Cap ETF (BATS:DFIS – Free Report) by 46.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 447,277 shares of the company’s stock after selling 393,496 shares during […]

Vertex Investment Solutions Co. Ltd. reduced its stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 26.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 95,900 shares of the company’s stock after selling 34,800 […]

Integrated Advisors Network LLC acquired a new position in shares of Vanguard Core-Plus Bond ETF (NASDAQ:VPLS – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 18,921 shares of the company’s stock, valued at approximately $1,468,000. A […]

Summit Portfolio Management LTD. acquired a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 1,444 shares of the company’s stock, valued at approximately $463,000. Vanguard Total Stock Market […]

Beam Wealth Advisors Inc. boosted its position in shares of DoubleLine Asset-Backed Securities ETF (NYSEARCA:DABS – Free Report) by 20.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 333,511 shares of the company’s stock after buying an additional 57,132 […]

Elevation Point Wealth Partners LLC decreased its holdings in shares of Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS – Free Report) by 94.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,668 shares of the company’s stock after selling 161,310 shares during the […]

Integrated Advisors Network LLC increased its holdings in SPDR Portfolio Mortgage Backed Bond ETF (NYSEARCA:SPMB – Free Report) by 142.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 47,929 shares of the company’s stock after acquiring an additional […]