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ShoreHaven Wealth Partners LLC Decreases Stock Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

ShoreHaven Wealth Partners LLC trimmed its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 55.8% in the third quarter, HoldingsChannel.com reports. The fund owned 23,267 shares of the company’s stock after selling 29,374 shares during the period. Vanguard Tax-Exempt Bond ETF makes up 0.8% of ShoreHaven Wealth Partners LLC’s investment […]

ShoreHaven Wealth Partners LLC Buys 845 Shares of iShares MBS ETF (NASDAQ:MBB)

ShoreHaven Wealth Partners LLC lifted its stake in iShares MBS ETF (NASDAQ:MBB – Free Report) by 2.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,054 shares of the company’s stock after purchasing an additional 845 shares during the […]

iShares MSCI EAFE Growth ETF (BATS:EFG) Shares Sold by NorthRock Partners LLC

NorthRock Partners LLC decreased its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 16.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,208 shares of the company’s stock after selling 3,398 shares during the quarter. NorthRock […]

ShoreHaven Wealth Partners LLC Raises Stock Holdings in iShares MBS ETF (NASDAQ:MBB)

ShoreHaven Wealth Partners LLC grew its stake in iShares MBS ETF (NASDAQ:MBB – Free Report) by 2.6% during the 3rd quarter, Holdings Channel reports. The fund owned 33,054 shares of the company’s stock after acquiring an additional 845 shares during the period. iShares MBS ETF comprises about 2.0% of ShoreHaven Wealth Partners LLC’s portfolio, making […]

ShoreHaven Wealth Partners LLC Has $1 12 Million Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

ShoreHaven Wealth Partners LLC lowered its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 55.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,267 shares of the company’s stock after selling 29,374 shares during the period. […]

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