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Forza Wealth Management LLC Purchases 135 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Forza Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,929 shares of the company’s stock after purchasing an additional 135 shares during the […]
Exchange Commission Financial Tax Architects He Global Forza Wealth Management Godsey Gibb Inc Raymond James Financial Services Advisors Inc
Source: wkrb13.com

Beacon Investment Advisory Services Inc. Sells 115 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Beacon Investment Advisory Services Inc. lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,695 shares of the company’s stock after selling 115 shares during the period. […]
Walkner Condon Financial Advisors Exchange Commission Beacon Investment Advisory Services Inc Wealth Enhancement Advisory Services Wealth Management Beacon Investment Advisory Services

Guidance Point Advisors LLC Has $841,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Guidance Point Advisors LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 21.5% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,589 shares of the company’s stock after selling 2,356 shares during the […]
New York United States Guidance Point Advisors Wealth Strategies Group Nordwand Advisors Steph Co
Source: wkrb13.com

Signature Wealth Management Partners LLC Takes $244,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Signature Wealth Management Partners LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 2nd quarter, Holdings Channel reports. The fund acquired 2,486 shares of the company’s stock, valued at approximately $244,000. Other large investors also recently added to or reduced their stakes in the […]
New York United States Wealth Strategies Group Holdings Channel First Manhattan Co Company Profile
Source: wkrb13.com

Signature Wealth Management Partners LLC Purchases New Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Signature Wealth Management Partners LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the second quarter, according to its most recent filing with the SEC. The fund acquired 2,486 shares of the company’s stock, valued at approximately $244,000. A number of other hedge funds have also bought […]
Trilogy Capital Inc Signature Wealth Management Partners Royal Harbor Partners Wall Capital Group Inc Baron Silver Stevens Financial Advisors Galvin Gaustad Stein

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Newport Capital Group LLC Invests $1.84 Million in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Newport Capital Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the second quarter, HoldingsChannel.com reports. The fund bought 18,734 shares of the company’s stock, valued at approximately $1,835,000. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.9% of Newport Capital Group LLC’s investment portfolio, […]
New York United States First Manhattan Co Nordwand Advisors Newport Capital Group Steph Co

Newport Capital Group LLC Buys Shares of 18,734 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Newport Capital Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 18,734 shares of the company’s stock, valued at approximately $1,835,000. iShares Core U.S. Aggregate […]
New York United States First Manhattan Co Nordwand Advisors Company Profile Wealth Strategies Group
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Lowered by Alliance Wealth Advisors LLC

Alliance Wealth Advisors LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 62.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 60,894 shares of the company’s stock after selling 101,690 shares during the period. […]
New York United States Steph Co Alliance Wealth Advisors Exchange Commission Wealth Strategies Group

Annex Advisory Services LLC Trims Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Annex Advisory Services LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.5% during the second quarter, Holdings Channel.com reports. The firm owned 14,144 shares of the company’s stock after selling 1,666 shares during the period. Annex Advisory Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF […]
Bank Julius Baer Co Ltd Zurich First Citizens Bank Trust Co Envestnet Asset Management Inc Us Bancorp Company Profile

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