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Midland Wealth Advisors LLC Invests $1.24 Million in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Midland Wealth Advisors LLC purchased a new position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 16,385 shares of the exchange traded fund’s stock, valued at approximately $1,235,000. Other hedge […] ....

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Freedom Investment Management Inc. Has $4.51 Million Stock Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Freedom Investment Management Inc. cut its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 11.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 93,029 shares of the company’s stock after selling 11,545 shares during […] ....

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Creative Planning Has $1.16 Billion Stock Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

Creative Planning reduced its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 8.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,677,645 shares of the exchange traded fund’s stock after selling 1,009,236 shares during the period. […] ....

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Creative Planning Sells 1,009,236 Shares of iShares National Muni Bond ETF (NYSEARCA:MUB)

Creative Planning decreased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 8.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 10,677,645 shares of the exchange traded fund’s stock after selling 1,009,236 shares during the period. iShares National […] ....

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Creative Planning Cuts Holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Creative Planning decreased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 3.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,960,385 shares of the company’s stock after selling 64,030 shares during the period. Creative Planning’s holdings in […] ....

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