Forbes金融规划提升了ishares短期债券 ETF的股份,而Corient私人财富则削减。 Forbes Financial Planning boosts holdings in iShares Short Duration Bond ETF, while Corient Private Wealth cuts back.

Forbes财务规划公司在第四季度将其在iShares短期债券积极经营信托基金(BATS:NEAR)的股份增加了8.9%,目前拥有164 264股。 Forbes Financial Planning Inc. increased its holdings in the iShares Short Duration Bond Active ETF (BATS:NEAR) by 8.9% in the fourth quarter, now owning 164,264 shares. 相反,Corient私人财富专卖公司将其股份减少了16.3%,现在持有344 302股。 Conversely, Corient Private Wealth LLC reduced its stake by 16.3%, now holding 344,302 shares. 特别信托基金资产为22.8亿美元,旨在通过短期固定收入投资实现收入最大化和资本保护。 The ETF, with assets of $2.28 billion, aims to maximize income and preserve capital through short-term fixed income investments.