Orgel Wealth Management LLC increased its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,565,416 shares of the company’s stock after acquiring an additional 73,739 shares during the quarter. Vanguard […]

WJ Wealth Management LLC lessened its stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 50.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,775 shares of the company’s stock after selling 11,775 shares during the […]

WJ Wealth Management LLC grew its position in shares of VanEck Uranium and Nuclear ETF (NYSEARCA:NLR – Free Report) by 71.2% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,924 shares of the company’s stock after purchasing an additional 4,128 shares […]

WJ Wealth Management LLC bought a new stake in shares of JPMorgan Limited Duration Bond ETF (BATS:JPLD – Free Report) during the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 12,400 shares of the company’s stock, valued at approximately $651,000. Other large investors also recently added to or reduced their stakes in the company. […]

Compass Wealth Management LLC GA boosted its position in iShares Aaa – A Rated Corporate Bond ETF (NYSEARCA:QLTA – Free Report) by 12.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 549,261 shares of the company’s stock after purchasing an additional 62,426 shares […]