Skyline Advisors, Inc. Purchases in Q4 2024

Skyline Advisors, Inc.

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
441K
New
$45.07 - $47.1 $19.9M - $20.8M
441K $19.9B
CGMS
Capital Grp Core Plus Income E
462K
New
N/A
462K $12.6B
J P Morgan Exchange Traded F
186K
New
N/A
186K $11.5B
SCHG
Schwab Strategic Tr Us Large C

ETFs
449K
+ 417.38%
$25.93 - $105.3 $11.6M - $47.2M
556K $15.5B
IXUS
Ishares Tr

ETFs
72.8K
+ 26.62%
$65.95 - $72.56 $4.8M - $5.28M
346K $22.9B
CGMU
Capital Group Core Plus Income
110K
+ 397.12%
N/A
137K $3.7B
VGLT
Vanguard Long Term Treasury Et

ETFs
37.8K
New
$55.1 - $61.74 $2.08M - $2.34M
37.8K $2.09B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
35.9K
+ 70.17%
$50.37 - $50.6 $1.81M - $1.82M
87.1K $4.39B
MUB
Ishares National Muni Bond ETF

ETFs
18.4K
+ 18.85%
$105.78 - $108.7 $1.95M - $2M
116K $12.4B
Morgan Stanley ETF Trust
15.6K
New
N/A
15.6K $1.14B
DFSB
Dimensional ETF Tr Dimensional
16K
New
N/A
16K $816M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.19K
+ 5.29%
$176.42 - $186.91 $915K - $969K
103K $18.4B
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.4K
New
$57.53 - $60.83 $653K - $691K
11.4K $653M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.73K
New
$53.94 - $58.15 $525K - $566K
9.73K $549M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
5.18K
New
$81.6 - $90.89 $423K - $471K
5.18K $445M
J P Morgan Exchange Traded F
8.58K
New
N/A
8.58K $429M
Tidal Trust Iii
24.1K
New
N/A
24.1K $407M
TFLO
Ishares Treasury Floating Rate

ETFs
4.85K
New
$50.37 - $50.63 $244K - $246K
4.85K $245M
J P Morgan Exchange Traded F
4.41K
New
N/A
4.41K $221M
WMT
Walmart Inc.

Consumer Defensive
2.25K
New
$79.1 - $95.7 $178K - $215K
2.25K $203M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
6.94K
+ 30.01%
$30.48 - $34.2 $212K - $237K
30.1K $916M
BA
Boeing CO

Industrials
528
+ 24.19%
$138.14 - $180.72 $72.9K - $95.4K
2.71K $480M
USXF
Ishares Esg Advanced Msci Usa

Technology
2K
+ 6.86%
$48.45 - $52.57 $96.9K - $105K
31.2K $1.55B
SCHP
Schwab Strategic Us Tips ETF

ETFs
60.7K
+ 115.44%
$25.74 - $53.78 $1.56M - $3.27M
113K $2.93B
VCR
Vanguard Consumer Discretionar

ETFs
9
+ 0.39%
$328.51 - $401.37 $2.96K - $3.61K
2.3K $864M
SPY
Spdr S&P 500 ETF Trust

ETFs
98
+ 23.28%
$567.81 - $607.81 $55.6K - $59.6K
519 $304M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
67K
+ 200.03%
$22.01 - $66.82 $1.47M - $4.48M
100K $2.28B
IWP
Ishares Russell Mid Cap Growth

ETFs
4
+ 0.11%
$116.4 - $138.52 $466 - $554
3.81K $482M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.09%
$370.24 - $418.94 $370 - $419
1.08K $435M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
409K
+ 209.82%
$26.93 - $84.95 $11M - $34.7M
603K $16.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 1.36%
$481.22 - $538.17 $2.89K - $3.23K
447 $229M
IBM
International Business Machines Corp

Technology
1
+ 0.07%
$204.9 - $238.04 $205 - $238
1.4K $307M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
10
+ 0.34%
$74.71 - $79.24 $747 - $792
2.95K $226M
IWS
Ishares Russell Midcap Value E

ETFs
18
+ 0.46%
$128.08 - $140.32 $2.31K - $2.53K
3.96K $512M
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.23%
$183.23 - $199.79 $1.28K - $1.4K
3.05K $564M
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.38%
$244.52 - $284.07 $1.22K - $1.42K
1.32K $325M
SO
Southern CO

Utilities
10
+ 0.13%
$81.5 - $94.15 $815 - $942
7.52K $619M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.35K
+ 69.54%
$25.33 - $51.16 $135K - $274K
13K $337M
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.01%
$47.57 - $52.44 $47.6 - $52.4
12.4K $594M
VEU
Vanguard Ftse All World Ex Us

ETFs
5
+ 0.04%
$57.29 - $63.1 $286 - $316
11.7K $672M
Activity Summary
Buys All Purchases 41 New Holdings 15 Increased Positions 26 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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