Windward Private Wealth Management Inc. lowered its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 0.9% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 532,064 shares of the company’s stock after selling 4,712 shares during the […]
Windward Private Wealth Management Inc. decreased its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 2.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,475 shares of the company’s stock after selling 412 shares […]
Windward Private Wealth Management Inc. decreased its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 52,502 shares of the company’s stock after selling 1,840 shares during the quarter. iShares Core […]
Windward Private Wealth Management Inc. boosted its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 2.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 15,759 shares of the exchange traded fund’s stock after purchasing an additional 360 shares […]
Windward Private Wealth Management Inc. boosted its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 1.2% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 62,882 shares of the company’s stock after acquiring an additional 722 […]