Concentric Wealth Management LLC acquired a new stake in shares of iShares 5-10 Year Investment Grade Corporate Bond ETF (NASDAQ:IGIB – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 138,574 shares of the company’s stock, valued at approximately $7,206,000. iShares […]
Concentric Wealth Management LLC trimmed its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 1.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 18,675 shares of the railroad operator’s stock after selling 298 shares during the period. Union Pacific accounts for 1.3% […]
Concentric Wealth Management LLC trimmed its position in Shell plc (NYSE:SHEL – Free Report) by 1.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 53,921 shares of the energy company’s stock after selling 665 shares during the period. Concentric Wealth Management LLC’s holdings in Shell were worth $3,548,000 at the end of the […]
Concentric Wealth Management LLC lifted its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 2.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 29,775 shares of the real estate investment trust’s stock after acquiring an additional […]
Concentric Wealth Management LLC boosted its stake in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 1.3% in the fourth quarter, HoldingsChannel reports. The firm owned 35,991 shares of the real estate investment trust’s stock after acquiring an additional 465 shares during the period. Digital Realty Trust accounts for about 1.4% of Concentric Wealth […]