Shira Ridge Wealth Management boosted its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 5.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,435 shares of the company’s stock after purchasing an additional 459 shares during the period. […]
Shira Ridge Wealth Management bought a new position in iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) in the first quarter, according to its most recent disclosure with the SEC. The firm bought 3,818 shares of the company’s stock, valued at approximately $219,000. Other hedge funds and other institutional investors have also modified their […]
Shira Ridge Wealth Management lowered its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 23.3% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 13,632 shares of the company’s stock after selling 4,138 shares during the […]
Shira Ridge Wealth Management decreased its stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 12.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 42,813 shares of the company’s stock after selling 6,233 shares during the quarter. JPMorgan […]
Shira Ridge Wealth Management grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 77,225 shares of the company’s stock after buying an additional 3,225 shares […]