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March 26, 2023
Sweet Financial Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 2,088 shares of the company’s stock, valued at approximately $203,000. A number […]
March 26, 2023
Cliftonlarsonallen Wealth Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 961,329 shares of the company’s stock, valued at approximately $93,239,000. iShares Core U.S. Aggregate Bond […]
March 26, 2023
Procyon Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 29.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 28,721 shares of the company’s stock after acquiring an additional 6,614 shares […]
March 25, 2023
McLean Asset Management Corp decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 57.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,694 shares of the company’s stock after selling 6,364 shares during the period. […]
March 25, 2023
A big headwind for bonds—whose prices move inversely to their yields—has been the Federal Reserve’s aggressive rate-tightening program.
March 25, 2023
Cerro Pacific Wealth Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 17,972 shares of the company’s stock, valued at approximately […]
March 25, 2023
Prentice Wealth Management LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 168,065 shares of the company’s stock, valued at approximately $16,301,000. iShares Core U.S. Aggregate Bond […]
March 25, 2023
Godsey & Gibb Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the fourth quarter, Holdings Channel.com reports. The fund purchased 463 shares of the company’s stock, valued at approximately $45,000. Several other institutional investors have also bought and sold shares of AGG. American Trust boosted its […]
March 25, 2023
Cypress Wealth Services LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 20.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,708 shares of the company’s stock after purchasing […]
March 25, 2023
Calton & Associates Inc. reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 4.8% in the 4th quarter, Holdings Channel.com reports. The fund owned 7,229 shares of the company’s stock after selling 363 shares during the quarter. Calton & Associates Inc.’s holdings in iShares Core U.S. Aggregate […]