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December 21, 2023
CGN Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 87.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 25,558 shares of the company’s stock after purchasing an additional 11,943 shares during the period. CGN Advisors LLC’s […]
December 21, 2023
Jackson Grant Investment Advisers Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,478 shares of the company’s stock after purchasing […]
December 21, 2023
Ullmann Wealth Partners Group LLC lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 18.6% in the third quarter, HoldingsChannel reports. The fund owned 32,054 shares of the company’s stock after selling 7,322 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.6% […]
December 20, 2023
Wealthcare Advisory Partners LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 11.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 198,311 shares of the company’s stock after selling 26,888 shares during the […]
December 20, 2023
Speculation about the death of the 60-40 portfolio has been greatly exaggerated.
December 20, 2023
Twele Capital Management Inc. reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 542,646 shares of the company’s stock after selling 2,148 shares […]
December 20, 2023
AdvisorNet Financial Inc lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 22.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 74,671 shares of the company’s stock after buying an additional 13,831 shares during the period. […]
December 20, 2023
Patten Group Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 40,352 shares of the company’s stock after purchasing an additional 1,589 shares during the quarter. […]
December 20, 2023
Stordahl Capital Management Inc. decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 19.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,293 shares of the company’s stock after selling 559 shares […]
December 20, 2023
Avidian Wealth Solutions LLC reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 50,657 shares of the company’s stock after selling 1,819 shares during the period. […]