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September 20, 2023
Watershed Private Wealth LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.8% during the second quarter, Holdings Channel reports. The firm owned 40,697 shares of the company’s stock after selling 3,441 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 2.4% of Watershed […]
September 20, 2023
Summit Financial Group Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 50,635 shares of the company’s stock after acquiring an additional 3,615 shares […]
September 20, 2023
TCP Asset Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.5% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 148,055 shares of the company’s stock after acquiring an additional 16,504 shares during the period. iShares Core U.S. Aggregate […]
September 20, 2023
TCP Asset Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.5% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 148,055 shares of the company’s stock after purchasing an additional 16,504 shares during the quarter. iShares Core U.S. […]
September 20, 2023
Atlas Private Wealth Management grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 29.6% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 27,907 shares of the company’s stock after buying an additional 6,374 shares […]
September 19, 2023
Stillwater Capital Advisors LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.9% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,530 shares of the company’s stock after selling 475 shares during the quarter. Stillwater […]
September 19, 2023
WBH Advisory Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 59,091 shares of the company’s stock after buying an additional 501 shares during the quarter. WBH Advisory Inc.’s holdings […]
September 19, 2023
WBH Advisory Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.9% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 59,091 shares of the company’s stock after acquiring an additional 501 shares during the quarter. WBH Advisory Inc.’s holdings in iShares Core U.S. […]
September 19, 2023
Bluestem Financial Advisors LLC lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 29.0% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 27,475 shares of the company’s stock after selling 11,234 shares during the quarter. iShares Core U.S. […]
September 19, 2023
Colorado Capital Management Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 149.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,753 shares of the company’s stock after buying an additional 3,451 […]