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GoalVest Advisory LLC Invests $357,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

GoalVest Advisory LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 3,649 shares of the company’s stock, valued at approximately $357,000. A number of other institutional investors have […]
Us Bancorp Goalvest Advisory Moneta Group Investment Advisors Envestnet Asset Management Inc Securities Exchange Commission First Citizens Bank Trust Co

Steph & Co. Grows Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Steph & Co. increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 80.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 359 shares of the company’s stock after purchasing an additional 160 shares during the […]
New York United States Lombard Odier Scm Nordwand Advisors Wealth Strategies Group Exchange Commission

Carr Financial Group Corp Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Carr Financial Group Corp raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 30.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 21,099 shares of the company’s stock after purchasing an additional 4,970 shares during the […]
New York United States Lombard Odier Scm Wealth Strategies Group Carr Financial Group Corp Steph Co

Investment Advisory Group LLC Purchases 847 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Investment Advisory Group LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,858 shares of the company’s stock after acquiring an additional 847 […]
United States Securities Exchange Commission Empirical Financial Services Worth Asset Management Investment Advisory Group Baltimore Washington Financial Advisors Inc

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Oxinas Partners Wealth Management LLC Has $2.03 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Oxinas Partners Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,761 shares of the company’s stock after purchasing an additional 553 […]
United States Exchange Commission Company Profile Baltimore Washington Financial Advisors Inc Worth Asset Management Laurel Wealth Advisors Inc

Avion Wealth Cuts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Avion Wealth decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 20.3% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 18,042 shares of the company’s stock after selling 4,608 shares during the period. iShares Core U.S. Aggregate Bond […]
New York United States Lombard Odier Scm Wealth Strategies Group Nordwand Advisors Company Profile
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Avion Wealth

Avion Wealth lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 20.3% in the second quarter, Holdings Channel.com reports. The firm owned 18,042 shares of the company’s stock after selling 4,608 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 0.5% of Avion Wealth’s holdings, […]
New York United States Lombard Odier Scm Wealth Strategies Group First Manhattan Co Nordwand Advisors

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Transcend Capital Advisors LLC

Transcend Capital Advisors LLC cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.5% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 6,819 shares of the company’s stock after selling 245 shares during the period. Transcend […]
New York United States Lombard Odier Scm Securities Exchange Commission First Manhattan Co Transcend Capital Advisors

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Lowered by Highland Financial Advisors LLC

Highland Financial Advisors LLC lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 30.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,407 shares of the company’s stock after selling 2,822 shares during the quarter. […]
New York United States Lombard Odier Scm First Manhattan Co Nordwand Advisors Exchange Commission

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