Cabot adds Schwab large-company and Treasury bond ETFs worth $60.6 million

32 sourcesUpdated Nov 12, 20261 min read

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Cabot adds Schwab large-company and Treasury bond ETFs worth $60.6 million — © IJR

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Cabot Wealth Management disclosed new third-quarter positions in several exchange-traded funds, including 737,435 shares of Schwab Fundamental U.S. Large Company ETF valued at about $23.2 million, and 241,821 shares of JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF valued at about $22.7 million. The Treasury ETF represented about 2.1% of Cabot’s portfolio and was its 11th-largest holding. Cabot also acquired 662,690 shares of John Hancock Mortgage-Backed Securities ETF worth about $13.8 million and 15,089 shares of JPMorgan ActiveBuilders Emerging Markets Equity ETF worth about $934,000. The mortgage-backed securities ETF made up 1.3% of Cabot’s portfolio, while the Schwab large-company fund accounted for 2.1%.

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Broke dailypolitical.com · Nov 11, 8:47 PM ET32 sources +8h on

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