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DT Investment Partners LLC Reduces Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

DT Investment Partners LLC decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 20.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 27,702 shares of the company’s stock after selling 7,005 shares during the period. […]
Dt Investment Partners Moneta Group Investment Advisors Exchange Commission Company Profile Envestnet Asset Management Inc Jones Financial Companies Lllp
Source: wkrb13.com

Tandem Wealth Advisors LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Tandem Wealth Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 325,709 shares of the company’s stock after buying an additional 13,853 shares during the […]
New York United States Avalon Trust Co Vitalstone Financial Steph Co First Manhattan Co

Mosaic Advisors LLC Purchases 13,778 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Mosaic Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 116.2% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 25,640 shares of the company’s stock after acquiring an additional 13,778 shares during the period. […]
Envestnet Asset Management Inc Mosaic Advisors Jones Financial Companies Lllp Moneta Group Investment Advisors Raymond James Associates Wells Fargo Company

Graypoint LLC Has $2.25 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Graypoint LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 23,911 shares of the company’s stock after purchasing an additional 1,698 shares during the quarter. Graypoint LLC’s holdings […]
New York United States Avalon Trust Co Parkside Financial Bank Vitalstone Financial First Manhattan Co
Source: wkrb13.com

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Graypoint LLC Acquires 1,698 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Graypoint LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,911 shares of the company’s stock after acquiring an additional 1,698 […]
Catalyst Financial Partners Altfest Lj Co Keel Point Alpha Financial Advisors Exchange Commission Free Report

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Increased by Source Financial Advisors LLC

Source Financial Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.7% in the 3rd quarter, Holdings Channel reports. The fund owned 40,516 shares of the company’s stock after buying an additional 2,184 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 1.3% […]
Gries Financial Wealthsource Partners Source Financial Advisors Pathstone Family Office Holdings Channel Chapin Davis Inc
Source: wkrb13.com

Source Financial Advisors LLC Grows Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Source Financial Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.7% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 40,516 shares of the company’s stock after acquiring an additional 2,184 shares during the period. iShares Core U.S. […]
Source Financial Advisors Sowa Financial Group Inc Cullen Frost Bankers Inc Fintrust Capital Advisors Agincourt Capital Management Free Report

Stephens Consulting LLC Purchases 3,780 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Stephens Consulting LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 26.8% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 17,868 shares of the company’s stock after purchasing an additional 3,780 shares during the period. iShares Core U.S. […]
United States Worth Asset Management Laurel Wealth Advisors Inc Stephens Consulting Empirical Financial Services Michigan Advisors
Source: wkrb13.com

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