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Montis Financial LLC Purchases New Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Montis Financial LLC acquired a new position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 2,859 shares of the company’s stock, valued at approximately $232,000. Several other large investors have […]

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) is Montis Financial LLC s 4th Largest Position

Montis Financial LLC lifted its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 141.6% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 236,715 shares of the company’s stock after buying an additional 138,756 shares during the quarter. Vanguard FTSE Developed Markets ETF makes up about 7.2% of Montis Financial LLC’s […]

Montis Financial LLC Has $209,000 Stock Position in McDonald s Co (NYSE:MCD)

Montis Financial LLC reduced its stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 23.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 699 shares of the fast-food giant’s stock after selling 210 shares during the quarter. […]

Bridgeworth LLC Sells 7,655 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Bridgeworth LLC reduced its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 182,002 shares of the company’s stock after selling 7,655 shares during the quarter. Vanguard FTSE […]

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