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Beta Wealth Group Inc. bought a new stake in JPMorgan Municipal ETF (BATS:JMUB – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 192,185 shares of the company’s stock, valued at approximately $9,794,000. JPMorgan Municipal ETF accounts for 5.1% of Beta Wealth Group Inc.’s investment portfolio, […] ....
Beta Wealth Group Inc. acquired a new stake in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 486,350 shares of the company’s stock, valued at approximately $12,482,000. PIMCO Multi Sector Bond Active ETF accounts for about 6.5% of Beta Wealth Group Inc.’s investment […] ....
Beta Wealth Group Inc. acquired a new position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 486,350 shares of the company’s stock, valued at approximately $12,482,000. PIMCO Multi Sector Bond Active ETF accounts […] ....
Beta Wealth Group Inc. grew its position in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 2.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 52,588 shares of the company’s stock after buying an additional 1,485 shares during the period. Mondelez International accounts for about […] ....
Beta Wealth Group Inc. reduced its position in shares of BlackRock High Yield Muni Income Bond ETF (BATS:HYMU – Free Report) by 20.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 109,192 shares of the company’s stock after selling 28,322 shares during the quarter. BlackRock High Yield […] ....