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February 10, 2024
Angeles Investment Advisors LLC decreased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,394 shares of the company’s stock after selling 250 shares during […]
February 9, 2024
Aptus Capital Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 22.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,290 shares of the company’s stock after acquiring an additional 3,203 […]
February 9, 2024
Heritage Wealth Advisors trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 11.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,740 shares of the company’s stock after selling 496 shares during the period. Heritage Wealth Advisors’ […]
February 8, 2024
W.G. Shaheen & Associates DBA Whitney & Co increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 35.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 41,977 shares of the company’s stock after acquiring an additional […]
February 8, 2024
ProVise Management Group LLC decreased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 83.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,856 shares of the company’s stock after selling 14,428 shares during the […]
February 7, 2024
Cosner Financial Group LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 66,354 shares of the company’s stock after purchasing an additional 5,532 shares during the quarter. iShares […]
February 7, 2024
Cosner Financial Group LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 66,354 shares of the company’s stock after acquiring an additional 5,532 shares during the […]
February 7, 2024
Shepherd Financial Partners LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 89,111 shares of the company’s stock after selling 866 shares during the […]
February 7, 2024
Shepherd Financial Partners LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 89,111 shares of the company’s stock after selling 866 shares during the period. […]
February 6, 2024
Rate volatility is likely to persist even through interest-rate cuts are coming at some point.