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September 30, 2023
Revolve Wealth Partners LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 43.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,086 shares of the company’s stock after selling 3,917 shares during the quarter. […]
September 30, 2023
Bensler LLC trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,421 shares of the company’s stock after selling 245 shares during the quarter. Bensler LLC’s holdings […]
September 30, 2023
Clarity Financial LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 11,769 shares of the company’s stock, valued at approximately $1,153,000. A […]
September 30, 2023
Revolve Wealth Partners LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 43.5% in the second quarter, Holdings Channel.com reports. The firm owned 5,086 shares of the company’s stock after selling 3,917 shares during the quarter. Revolve Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF […]
September 30, 2023
VAUGHAN & Co SECURITIES INC. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,277 shares of the company’s stock after […]
September 29, 2023
Owners of 10-year Treasury notes at recent 4.5% yields could reap up to 20% in a year if the U.S. economy falls into a recession, says UBS.
September 29, 2023
Matrix Trust Co reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 207,070 shares of the company’s stock after selling 17,905 shares during the period. […]
September 29, 2023
Gemmer Asset Management LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 64,484 shares of the company’s stock after selling 161 shares during the […]
September 29, 2023
Companies are able to take the Federal Reserve's rate hikes in stride because only a small slice of their debt has reset higher, according to BofA Global.
September 29, 2023
Tiedemann Advisors LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,833 shares of the company’s stock after selling 657 shares during the quarter. Tiedemann Advisors […]