Asset One Wealth Management LLC bought a new stake in shares of iShares Agency Bond ETF (NYSEARCA:AGZ – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 20,092 shares of the company’s stock, valued at approximately $2,116,000. Asset One Wealth […]

Asset One Wealth Management LLC lessened its holdings in iShares Short Treasury Bond ETF (NYSE:SHV – Free Report) by 13.2% during the third quarter, HoldingsChannel reports. The institutional investor owned 46,300 shares of the company’s stock after selling 7,029 shares during the quarter. Asset One Wealth Management LLC’s holdings in iShares Short Treasury Bond ETF […]

Greenup Street Wealth Management LLC purchased a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) during the third quarter, HoldingsChannel.com reports. The fund purchased 10,091 shares of the CRM provider’s stock, valued at approximately $2,317,000. Several other institutional investors have also modified their holdings of the business. CFC Planning Co LLC lifted […]