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Cedar Brook Financial Partners LLC Reduces Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cedar Brook Financial Partners LLC lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 18.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,124 shares of the company’s stock after selling 2,301 […]
Cedar Brook New York United States Lombard Odier Scm Securities Exchange Commission Cedar Brook Financial Partners
Source: wkrb13.com

Advance Capital Management Inc. Has $746,000 Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Advance Capital Management Inc. cut its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,612 shares of the company’s stock after selling 858 shares during […]
Key Financial Inc Pathstone Family Office Company Profile Gries Financial Capital Management Inc Exchange Commission

Advance Capital Management Inc. Sells 858 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Advance Capital Management Inc. reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.1% during the second quarter, Holdings Channel.com reports. The fund owned 7,612 shares of the company’s stock after selling 858 shares during the quarter. Advance Capital Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF […]
New York United States Lombard Odier Scm Holdings Channel Wealth Strategies Group Capital Management Inc
Source: wkrb13.com

Agincourt Capital Management LLC Has $14.08 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Agincourt Capital Management LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 21.5% during the 2nd quarter, Holdings Channel reports. The firm owned 143,785 shares of the company’s stock after selling 39,400 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 14.7% of […]
Bradley Mark Holdings Channel Gries Financial Agincourt Capital Management Life Corp Physician Wealth Advisors Inc

Agincourt Capital Management LLC Decreases Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Agincourt Capital Management LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 21.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 143,785 shares of the company’s stock after selling 39,400 shares during the quarter. iShares […]
United States Exchange Commission Agincourt Capital Management America Corp Moneta Group Investment Advisors First Citizens Bank Trust Co
Source: wkrb13.com

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Physician Wealth Advisors Inc. Increases Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Physician Wealth Advisors Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,820 shares of the company’s stock after acquiring an additional 150 shares during the […]
United States Michigan Advisors Baltimore Washington Financial Advisors Inc Physician Wealth Advisors Inc Laurel Wealth Advisors Inc Exchange Commission

Spence Asset Management Reduces Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Spence Asset Management lowered its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 44.5% in the second quarter, Holdings Channel.com reports. The fund owned 601 shares of the company’s stock after selling 482 shares during the quarter. Spence Asset Management’s holdings in iShares Core U.S. Aggregate Bond ETF […]
Key Financial Inc Benin Management Pathstone Family Office Holdings Channel Tempus Wealth Planning Gries Financial

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Prentice Wealth Management LLC

Prentice Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.7% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 181,470 shares of the company’s stock after purchasing an additional 8,132 shares during the period. iShares […]
Prudential Plc Pinnacle Wealth Planning Services Inc Company Profile Securities Exchange Commission Ridgewood Investments Prentice Wealth Management

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

Dentgroup LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 11.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,308 shares of the company’s stock after purchasing an additional 2,751 […]
Investment Management Inc Fc Advisory Armstrong Advisory Group Inc Exchange Commission Glassy Mountain Advisors Inc Company Profile

Physician Wealth Advisors Inc. Raises Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Physician Wealth Advisors Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.4% in the second quarter, HoldingsChannel reports. The firm owned 10,820 shares of the company’s stock after acquiring an additional 150 shares during the quarter. Physician Wealth Advisors Inc.’s holdings in iShares Core U.S. […]
United States Securities Exchange Commission Moneta Group Investment Advisors Jones Financial Companies Lllp America Corp Envestnet Asset Management Inc
Source: wkrb13.com

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