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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Occidental Asset Management LLC

Occidental Asset Management LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.2% during the 2nd quarter, HoldingsChannel reports. The fund owned 20,762 shares of the company’s stock after selling 686 shares during the period. Occidental Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond […]
New York United States Lombard Odier Scm Wealth Strategies Group Occidental Asset Management First Manhattan Co

Strategies Wealth Advisors LLC Raises Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Strategies Wealth Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 23.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,696 shares of the company’s stock after buying an additional 1,626 shares during […]
United States Empirical Financial Services Laurel Wealth Advisors Inc Exchange Commission Michigan Advisors Worth Asset Management

FSM Wealth Advisors LLC Has $520,000 Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

FSM Wealth Advisors LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.0% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 5,356 shares of the company’s stock after selling 530 shares during the quarter. FSM Wealth Advisors LLC’s holdings […]
United States Moneta Group Investment Advisors Jones Financial Companies Lllp Envestnet Asset Management Inc Raymond James Associates Wealth Advisors

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Boosted by Brookstone Capital Management

Brookstone Capital Management boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.0% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 571,603 shares of the company’s stock after acquiring an additional 47,324 shares during the period. […]
New York United States Lombard Odier Scm Company Profile Wealth Strategies Group Securities Exchange Commission

Bangor Savings Bank Has $230,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bangor Savings Bank reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 17.1% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,352 shares of the company’s stock after selling 485 shares during the quarter. […]
United States America Corp Bangor Savings Bank First Citizens Bank Trust Co Envestnet Asset Management Inc Moneta Group Investment Advisors
Source: wkrb13.com

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Orgel Wealth Management LLC Has $121.24 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Orgel Wealth Management LLC decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,237,818 shares of the company’s stock after selling 64,002 shares during the period. […]
Telemus Capital Exchange Commission Family Office Orgel Wealth Management Ae Wealth Management Outlook Wealth Advisors
Source: wkrb13.com

Kwmg LLC Lowers Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Kwmg LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 59.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,874 shares of the company’s stock after selling 5,739 shares during the quarter. Kwmg […]
Pathstone Family Office Gries Financial Exchange Commission Key Financial Inc Beta Wealth Group Inc Benin Management
Source: wkrb13.com

Stewardship Advisors LLC Takes Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Stewardship Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 4,148 shares of the company’s stock, valued at approximately $406,000. Several other large investors have also made […]
New York United States Lombard Odier Scm First Manhattan Co Wealth Strategies Group Exchange Commission

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