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Alpha Zero LLC increased its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 166.3% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,672 shares of the company's stock after buying an additional 8,537 shares during the period. iShares 0-3 Month Treasury
Bonds are paying meaningful income again, but dividend ETFs still shine for long-term growth. Here's how to decide which deserves a bigger place in your portfolio.
I have been tracking the ETF industry for a long time. I remember when the SPDR S&P 500 ETF Trust (SPY) made history as the very first ETF to hit the $100 billion mark.
Advisortrust Partners LLC purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,114 shares of the company's stock, valued at approximately $615,000.
Halfway through the year, the U.S. equity market performance is broadening. That said, market concentration remains incredibly high, while equity and bond correlations sit in positive territory — conditions that scream a call for diversification.
Record ETF inflows and a new fee war in the Nasdaq 100 category were among the highlights on this week's ETF Prime. Host Nate Geraci welcomed Todd Rosenbluth, head of research at VettaFi, followed by Brian Walsh, head of advice and planning at SoFi.
Picture two retirees with identical $1.5 million portfolios throwing off $80,000 a year in taxable portfolio income. One lives in Naples, Florida. The other lives in San Diego. If that income is taxed as ordinary income and falls in California's 9.3% bracket, the California retiree could lose about $7,440 a year to state income tax... The State Tax Trap: Where the Same Retirement Portfolio Buys You Thousands More Every Year
Artificial intelligence, cryptocurrency and private markets have dominated ETF headlines this year, but one of the industry's fiercest battles is unfolding in a far less glamorous corner of the market: cash.