Home » SEC Filing Articles
Dimensional International Core Equity 2 ETF $DFIC Stock Holdings Lowered by Efficient Advisors LLC
Efficient Advisors LLC cut its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 16.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Efficient Advisors LLC Acquires 14,623 Shares of Vanguard Total International Bond ETF $BNDX
Efficient Advisors LLC raised its holdings in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
DDFG Inc Has $28.74 Million Position in iShares Core S&P U.S. Value ETF $IUSV
DDFG Inc grew its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Efficient Advisors LLC Sells 82,661 Shares of Vanguard Short-Term Treasury ETF $VGSH
Efficient Advisors LLC trimmed its position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 20.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Gridiron Partners LLC Sells 337,974 Shares of Saba Capital Income & Opportunities Fund II $SABA
Gridiron Partners LLC cut its position in Saba Capital Income & Opportunities Fund II (NYSE:SABA – Free Report) by 85.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Gridiron Partners LLC Cuts Stock Position in abrdn Asia-Pacific Income Fund, Inc. $FAX
Gridiron Partners LLC trimmed its holdings in shares of abrdn Asia-Pacific Income Fund, Inc. (NYSEAMERICAN:FAX – Free Report) by 92.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
iShares U.S. Treasury Bond ETF $GOVT is DDFG Inc’s 5th Largest Position
DDFG Inc grew its holdings in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 2.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,198,701... More of this article »
Vanguard Value ETF $VTV Shares Sold by Efficient Advisors LLC
Efficient Advisors LLC decreased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
PIMCO Municipal Income Fund II $PML is Gridiron Partners LLC’s 5th Largest Position
Gridiron Partners LLC raised its stake in shares of PIMCO Municipal Income Fund II (NYSE:PML – Free Report) by 797.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Gridiron Partners LLC Has $411,000 Stock Holdings in Eaton Vance Municipal Income Trust $EVN
Gridiron Partners LLC trimmed its position in Eaton Vance Municipal Income Trust (NYSE:EVN – Free Report) by 95.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 38,195 shares... More of this article »
Vanguard Short-Term Bond ETF $BSV Stock Position Cut by Efficient Advisors LLC
Efficient Advisors LLC cut its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 8.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Gridiron Partners LLC Sells 414,733 Shares of DWS Municipal Income Trust $KTF
Gridiron Partners LLC lessened its holdings in DWS Municipal Income Trust (NYSE:KTF – Free Report) by 97.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Gridiron Partners LLC Has $121,000 Stake in Invesco Senior Income Trust $VVR
Gridiron Partners LLC lowered its stake in Invesco Senior Income Trust (NYSE:VVR – Free Report) by 99.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Efficient Advisors LLC Decreases Stock Position in Dimensional US High Profitability ETF $DUHP
Efficient Advisors LLC lowered its position in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 14.5% during the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
BNY Mellon Strategic Municipal Bond Fund, Inc. $DSM Shares Sold by Gridiron Partners LLC
Gridiron Partners LLC lessened its position in BNY Mellon Strategic Municipal Bond Fund, Inc. (NYSE:DSM – Free Report) by 86.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
BlackRock MuniVest Fund II, Inc. $MVT Shares Sold by Gridiron Partners LLC
Gridiron Partners LLC lessened its stake in shares of BlackRock MuniVest Fund II, Inc. (NYSE:MVT – Free Report) by 98.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Efficient Advisors LLC Trims Holdings in Vanguard Total International Stock ETF $VXUS
Efficient Advisors LLC lowered its holdings in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Gridiron Partners LLC Sells 90,250 Shares of Vanguard Total Stock Market ETF $VTI
Gridiron Partners LLC lowered its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 76.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Gridiron Partners LLC Has $531,000 Stake in BlackRock Taxable Municipal Bond Trust $BBN
Gridiron Partners LLC reduced its stake in BlackRock Taxable Municipal Bond Trust (NYSE:BBN – Free Report) by 99.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Gridiron Partners LLC Sells 1,585,208 Shares of BNY Mellon Strategic Municipals, Inc. $LEO
Gridiron Partners LLC trimmed its position in shares of BNY Mellon Strategic Municipals, Inc. (NYSE:LEO – Free Report) by 79.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Gridiron Partners LLC Reduces Holdings in PIMCO Income Strategy Fund II $PFN
Gridiron Partners LLC decreased its position in shares of PIMCO Income Strategy Fund II (NYSE:PFN – Free Report) by 97.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Efficient Advisors LLC Has $64.77 Million Stock Position in Vanguard FTSE All-World ex-US ETF $VEU
Efficient Advisors LLC decreased its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 1.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Gridiron Partners LLC Cuts Stake in Inv Vk Tr Inv $VGM
Gridiron Partners LLC cut its stake in Inv Vk Tr Inv (NYSE:VGM – Free Report) by 91.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 149,983 shares of the investment management... More of this article »
Mfs Muni Inc Tr $MFM Shares Sold by Gridiron Partners LLC
Gridiron Partners LLC trimmed its holdings in shares of Mfs Muni Inc Tr (NYSE:MFM – Free Report) by 96.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
DDFG Inc Has $42.64 Million Holdings in iShares 3-7 Year Treasury Bond ETF $IEI
DDFG Inc increased its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 2.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Gridiron Partners LLC Sells 1,430,173 Shares of Virtus Total Return Fund Inc. $ZTR
Gridiron Partners LLC lowered its position in Virtus Total Return Fund Inc. (NYSE:ZTR – Free Report) by 99.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Flaherty & Crumrine Preferred Securities Income Fund Inc. $FFC Position Decreased by Gridiron Partners LLC
Gridiron Partners LLC lessened its holdings in shares of Flaherty & Crumrine Preferred Securities Income Fund Inc. (NYSE:FFC – Free Report) by 69.1% in the fourth quarter, according to the company in its most recent 13F... More of this article »
iShares Core S&P U.S. Growth ETF $IUSG Shares Bought by DDFG Inc
DDFG Inc grew its holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
DDFG Inc Has $19.08 Million Stake in iShares 0-5 Year TIPS Bond ETF $STIP
DDFG Inc raised its stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 186,354 shares... More of this article »
Efficient Advisors LLC Acquires 5,793 Shares of Vanguard FTSE All-World ex-US Small-Cap ETF $VSS
Efficient Advisors LLC boosted its holdings in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Gridiron Partners LLC Cuts Stock Holdings in Invvlu Mu Incm $IIM
Gridiron Partners LLC reduced its stake in shares of Invvlu Mu Incm (NYSE:IIM – Free Report) by 80.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Gridiron Partners LLC Sells 1,412,192 Shares of Inv Vk Mun Opp $VMO
Gridiron Partners LLC decreased its position in shares of Inv Vk Mun Opp (NYSE:VMO – Free Report) by 94.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Gridiron Partners LLC Sells 5,234,520 Shares of Cohen & Steers Select Preferred and Income Fund, Inc. $PSF
Gridiron Partners LLC trimmed its position in Cohen & Steers Select Preferred and Income Fund, Inc. (NYSE:PSF – Free Report) by 99.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Gridiron Partners LLC Sells 302,438 Shares of SPDR S&P MidCap 400 ETF Trust $MDY
Gridiron Partners LLC reduced its position in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 99.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 3,164 shares... More of this article »
Gridiron Partners LLC Sells 1,667,863 Shares of Vanguard Total International Stock ETF $VXUS
Gridiron Partners LLC lessened its stake in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 98.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Vanguard Short-Term Corporate Bond ETF $VCSH Shares Sold by Gridiron Partners LLC
Gridiron Partners LLC reduced its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 78.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Gridiron Partners LLC Reduces Stock Position in Vanguard Short-Term Bond ETF $BSV
Gridiron Partners LLC cut its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 54.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Gridiron Partners LLC Buys 107,266 Shares of BlackRock MuniVest Fund, Inc. $MVF
Gridiron Partners LLC boosted its stake in BlackRock MuniVest Fund, Inc. (NYSE:MVF – Free Report) by 45.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Gridiron Partners LLC Sells 928,937 Shares of Brookfield Real Assets Income Fund Inc. $RA
Gridiron Partners LLC lowered its position in Brookfield Real Assets Income Fund Inc. (NYSE:RA – Free Report) by 96.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 31,552... More of this article »
Gridiron Partners LLC Sells 1,791,710 Shares of Blackrock Municipal 2030 Target Term Trust $BTT
Gridiron Partners LLC trimmed its holdings in shares of Blackrock Municipal 2030 Target Term Trust (NYSE:BTT – Free Report) by 95.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Gridiron Partners LLC Has $127,000 Stock Position in BlackRock Floating Rate Income Strategies Fund, Inc. $FRA
Gridiron Partners LLC lessened its holdings in BlackRock Floating Rate Income Strategies Fund, Inc. (NYSE:FRA – Free Report) by 97.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Bourne Lent Asset Management Inc. Sells 2,385 Shares of Apple Inc. $AAPL
Bourne Lent Asset Management Inc. cut its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Cape Investment Advisory Inc. Sells 15,615 Shares of Apple Inc. $AAPL
Cape Investment Advisory Inc. reduced its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 79.6% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 4,002 shares of the iPhone... More of this article »
Central Pacific Bank Trust Division Sells 23,430 Shares of Oracle Corporation $ORCL
Central Pacific Bank Trust Division lowered its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 85.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Alphabet Inc. $GOOGL Shares Sold by Canal Capital Management LLC
Canal Capital Management LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 7.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Ciena Corporation $CIEN Shares Sold by Central Pacific Bank Trust Division
Central Pacific Bank Trust Division lessened its stake in Ciena Corporation (NYSE:CIEN – Free Report) by 32.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Grove Bank & Trust Acquires 33,271 Shares of Schwab U.S. REIT ETF $SCHH
Grove Bank & Trust boosted its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 9.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
iShares MSCI USA Quality Factor ETF $QUAL Holdings Decreased by Gryphon Financial Partners LLC
Gryphon Financial Partners LLC reduced its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 35.4% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »