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First Citizens Asset Management Inc. Invests $221,000 in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

First Citizens Asset Management Inc. purchased a new stake in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Get Rating) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 2,043 shares of the company’s stock, valued at approximately $221,000. Other institutional investors and hedge funds have also modified their holdings of […]

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Wolff Wiese Magana LLC Lowers Position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

Wolff Wiese Magana LLC cut its stake in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Get Rating) by 93.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 512 shares of the company’s stock after selling 6,835 shares during the quarter. […]

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Vista Wealth Management Group LLC Has $1.35 Million Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Vista Wealth Management Group LLC trimmed its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Get Rating) by 7.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 29,643 shares of the company’s stock after selling 2,490 shares during the period. Vista Wealth Management Group LLC’s holdings in Schwab U.S. Aggregate […]

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Capital-management

Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Financial Life Advisors' 3rd Largest Position

Financial Life Advisors raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Get Rating) by 618.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 437,705 shares of the company’s stock after acquiring an additional 376,808 shares during […]

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W Advisors LLC Has $543,000 Stock Holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Members Advisory Group LLC lowered its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Get Rating) by 59.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 117,545 shares of the company’s stock after selling 169,101 shares during the quarter. Schwab Short-Term U.S. […]

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