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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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Chicago Wealth Management Inc. Has $229,000 Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Chicago Wealth Management Inc. cut its stake in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 11.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,083 shares of the company’s stock after selling 258 shares during the quarter. […] ....

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21,149 Shares in iShares Short Treasury Bond ETF (NASDAQ:SHV) Acquired by LM Advisors LLC

LM Advisors LLC bought a new position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 21,149 shares of the company’s stock, valued at approximately $2,329,000. Several other institutional investors and […] ....

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LM Advisors LLC Makes New $2.33 Million Investment in iShares Short Treasury Bond ETF (NASDAQ:SHV)

LM Advisors LLC bought a new position in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 21,149 shares of the company’s stock, valued at approximately $2,329,000. Other large investors also recently modified their holdings of the company. Sumitomo Mitsui Financial Group […] ....

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iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) Shares Sold by Beacon Bridge Wealth Partners LLC

Beacon Bridge Wealth Partners LLC lessened its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 16.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,862 shares of the company’s stock after selling 354 shares during […] ....

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