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December 22, 2023
Sunflower Bank N.A. lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.1% during the third quarter, Holdings Channel reports. The firm owned 425,516 shares of the company’s stock after selling 4,856 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 9.6% of Sunflower Bank […]
December 22, 2023
OneAscent Financial Services LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund purchased 3,123 shares of the company’s stock, valued at approximately $294,000. A number of other institutional […]
December 22, 2023
Prentice Wealth Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 47.7% during the third quarter, Holdings Channel.com reports. The fund owned 267,951 shares of the company’s stock after acquiring an additional 86,481 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 11.4% of […]
December 22, 2023
Prentice Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 47.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 267,951 shares of the company’s stock after buying an additional 86,481 shares […]
December 22, 2023
Auour Investments LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,698 shares of the company’s stock after selling 244 shares during the period. Auour […]
December 22, 2023
Sunflower Bank N.A. decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 425,516 shares of the company’s stock after selling 4,856 shares during […]
December 22, 2023
Weaver Consulting Group lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,346 shares of the company’s stock after selling 295 shares during the period. Weaver Consulting Group’s holdings in […]
December 21, 2023
Speculation about the death of the 60-40 portfolio has been greatly exaggerated.
December 21, 2023
Ullmann Wealth Partners Group LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 18.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 32,054 shares of the company’s stock after selling 7,322 shares during the […]
December 21, 2023
Those 5% short-term cash yields could go away next year. Here are ways to secure higher yields for longer.