Pinion Investment Advisors LLC has significantly trimmed its stake in the iShares Core Total USD Bond Market ETF, according to a recent disclosure. The firm sold 29,116 shares during the second quarter and now holds 57,444 shares in the fund.
Worth Asset Management LLC raised its position in the Schwab Emerging Markets Equity ETF by more than 20% in the second quarter, according to an SEC filing. The move, which included purchasing an extra 2,914 shares, brings the fund’s total holdings to 15,794 shares.
Wealth Enhancement Advisory Services LLC recently scaled back its holdings in SPDR Portfolio S&P 500 Growth ETF during the second quarter, selling 31,009 shares. Despite the 5.2% reduction, the firm still holds a significant position worth $54.06 million.
Investors Research Corp expanded its holdings in the ProShares S&P 500 EX-Financials ETF (SPXN) by 11.5% during this year’s second quarter. According to a recent Securities & Exchange Commission filing, the firm purchased an additional 1,937 shares, bringing its total ownership to 18,714 shares.
McAdam LLC recently reported a substantial reduction in its holdings of Vanguard Communication Services ETF, trimming its stake by 30.2% in the first quarter. A total of 728 shares were sold, leaving the fund with 1,686 shares in this communication services-focused ETF.
