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March 24, 2023
Sequoia Financial Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 6.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,757,605 shares of the company’s stock after purchasing […]
March 24, 2023
Litman Gregory Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 19.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 54,764 shares of the company’s stock after buying an additional […]
March 24, 2023
Everything you need to know to retire confidently and on time.
March 24, 2023
Family Asset Management LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 7,572 shares of the company’s stock, valued at approximately $734,000. A number of other institutional […]
March 24, 2023
Colorado Capital Management Inc. trimmed its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 88.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 382 shares of the company’s stock after selling 2,864 shares during the quarter. […]
March 24, 2023
Madrona Financial Services LLC trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 3.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,138 shares of the company’s stock after selling 121 shares during the quarter. […]
March 23, 2023
Bond & Devick Financial Network Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the 4th quarter, Holdings Channel reports. The firm purchased 3,082 shares of the company’s stock, valued at approximately $299,000. Several other institutional investors and hedge funds also recently made changes to their positions […]
March 23, 2023
Bangor Savings Bank cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 86.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,417 shares of the company’s stock after selling 22,367 shares during the quarter. Bangor […]
March 23, 2023
Connecticut Wealth Management LLC reduced its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 3.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,256 shares of the company’s stock after selling 492 […]
March 23, 2023
Centennial Wealth Advisory LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 4.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,850 shares of the company’s stock after buying an additional 173 shares during the quarter. […]