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BlackDiamond Wealth Management LLC Has $2 12 Million Position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF)

BlackDiamond Wealth Management LLC lessened its holdings in shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF – Free Report) by 4.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 42,222 shares of the company’s stock after selling 1,833 shares during the period. BondBloxx […]

Capital Group Short Duration Income ETF (NYSEARCA:CGSD) Stock Position Cut by BlackDiamond Wealth Management LLC

BlackDiamond Wealth Management LLC lowered its stake in shares of Capital Group Short Duration Income ETF (NYSEARCA:CGSD – Free Report) by 18.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 116,289 shares of the company’s stock after selling 26,764 shares during the quarter. […]

Mark Sheptoff Financial Planning LLC Buys Shares of 6,061 Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV)

Mark Sheptoff Financial Planning LLC acquired a new position in Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 6,061 shares of the company’s stock, valued at approximately $163,000. A number of other large investors have also recently […]

DORVAL Corp Buys Shares of 184,371 iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

DORVAL Corp acquired a new stake in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 184,371 shares of the company’s stock, valued at approximately $8,769,000. iShares Core 1-5 Year […]

iShares MBS ETF (NASDAQ:MBB) Shares Purchased by Blankinship & Foster LLC

Blankinship & Foster LLC lifted its holdings in iShares MBS ETF (NASDAQ:MBB – Free Report) by 425.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 95,557 shares of the company’s stock after acquiring an additional 77,370 shares during the quarter. iShares MBS ETF […]

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