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SlateStone Wealth LLC Acquires 425 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

SlateStone Wealth LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,515 shares of the company’s stock after purchasing an additional 425 […]
New York United States First Manhattan Co Securities Exchange Commission Avalon Trust Co Vitalstone Financial

SlateStone Wealth LLC Has $2.68 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

SlateStone Wealth LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 28,515 shares of the company’s stock after buying an additional 425 shares during the quarter. SlateStone […]
New York United States Avalon Trust Co Steph Co Slatestone Wealth Vitalstone Financial

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Holdings Raised by Legacy Private Trust Co.

Legacy Private Trust Co. grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.9% during the third quarter, HoldingsChannel reports. The institutional investor owned 440,563 shares of the company’s stock after purchasing an additional 43,171 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 3.5% […]
New York United States Steph Co Avalon Trust Co Parkside Financial Bank Vitalstone Financial

Affiance Financial LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Affiance Financial LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 26.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 26,499 shares of the company’s stock after purchasing an additional 5,605 shares during the quarter. iShares Core […]
New York United States First Manhattan Co Parkside Financial Bank Securities Exchange Commission Vitalstone Financial
Source: wkrb13.com

Smith Anglin Financial LLC Buys 20,576 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Smith Anglin Financial LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 59.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 55,411 shares of the company’s stock after purchasing an additional 20,576 […]
Raymond James Associates Envestnet Asset Management Inc Wells Fargo Company Moneta Group Investment Advisors Smith Anglin Financial Jones Financial Companies Lllp

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Raised by MBL Wealth LLC

MBL Wealth LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 24.7% during the third quarter, Holdings Channel reports. The firm owned 172,248 shares of the company’s stock after purchasing an additional 34,063 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about […]
Mbl Wealth Regal Wealth Group Inc Financial Group Inc Armstrong Advisory Group Inc Wade Financial Advisory Inc Stewardship Advisors

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Stairway Partners LLC's 4th Largest Position

Stairway Partners LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 30.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,192,314 shares of the company’s stock after selling 522,720 shares during the quarter. iShares Core […]
Stairway Partners Company Profile Wade Financial Advisory Inc Dynamic Advisor Solutions Regal Wealth Group Inc Financial Group Inc

GenTrust LLC Trims Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

GenTrust LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.9% in the third quarter, HoldingsChannel reports. The fund owned 138,376 shares of the company’s stock after selling 7,144 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 0.9% of GenTrust LLC’s portfolio, making […]
Gries Financial Chapin Davis Inc Company Profile Wealthsource Partners Pathstone Family Office Free Report

Affiance Financial LLC Acquires 5,605 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Affiance Financial LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 26.8% during the third quarter, Holdings Channel.com reports. The fund owned 26,499 shares of the company’s stock after purchasing an additional 5,605 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 1.0% of Affiance […]
Affiance Financial Sowa Financial Group Inc Holdings Channel Enterprise Bank Trust Co Cullen Frost Bankers Inc Free Report

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by MBL Wealth LLC

MBL Wealth LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 24.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 172,248 shares of the company’s stock after purchasing an additional 34,063 shares during the quarter. […]
Mbl Wealth Regal Wealth Group Inc Financial Group Inc Armstrong Advisory Group Inc Wade Financial Advisory Inc Stewardship Advisors

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