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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Destination Wealth Management's 3rd Largest Position

Destination Wealth Management lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 17.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,158,269 shares of the company’s stock after purchasing an additional 170,897 […]
New York United States Lombard Odier Scm Securities Exchange Commission Millennium Group Financial Strategies Group

Meridian Wealth Partners LLC Acquires 12,938 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Meridian Wealth Partners LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 425,811 shares of the company’s stock after acquiring an […]
Lombard Odier Scm Meridian Wealth Partners Roble Belko Company Inc Ruedi Wealth Management Inc Millennium Group Financial Strategies Group

Andesa Financial Management Inc. Grows Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Andesa Financial Management Inc. increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 42.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,962 shares of the company’s stock after acquiring an additional 2,076 shares during the […]
Ridgewood Investments Dfpg Investments Exchange Commission Andesa Financial Management Inc Baker Tilly Wealth Management Daymark Wealth Partners

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Full Sail Capital LLC

Full Sail Capital LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 17.0% in the 1st quarter, Holdings Channel reports. The fund owned 201,250 shares of the company’s stock after purchasing an additional 29,248 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 1.8% of […]
Key Financial Inc Branch Capital Benin Management Sail Capital Holdings Channel Mosaic Advisors

Paragon Advisors LLC Has $2.57 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Paragon Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 59.9% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 25,806 shares of the company’s stock after buying an additional 9,664 shares during the quarter. iShares […]
New York United States Lombard Odier Scm First Manhattan Co Millennium Group Exchange Commission

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by True Link Financial Advisors LLC

True Link Financial Advisors LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.5% in the first quarter, Holdings Channel reports. The fund owned 4,989 shares of the company’s stock after selling 128 shares during the period. True Link Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate […]
Branch Capital Holdings Channel Benin Management Mosaic Advisors Tempus Wealth Planning Key Financial Inc
Source: wkrb13.com

Regimen Wealth LLC Has $13.37 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Regimen Wealth LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2,494.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 124,918 shares of the company’s stock after purchasing an additional 120,104 shares during the quarter. iShares […]
Juncture Wealth Strategies Regimen Wealth Coombe Bender Co Colonial River Wealth Management Paragon Advisors Free Report

Capital Analysts LLC Buys 61,511 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Capital Analysts LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 46.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 193,747 shares of the company’s stock after acquiring an additional 61,511 shares during the quarter. […]
New York United States Lombard Odier Scm Millennium Group First Manhattan Co Financial Strategies Group

Rather & Kittrell Inc. Sells 1,476 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Rather & Kittrell Inc. reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 25,627 shares of the company’s stock after selling 1,476 shares during the period. iShares Core […]
United States America Corp Wealth Enhancement Advisory Services Raymond James Associates Geisinger Health Moneta Group Investment Advisors

Strategies Wealth Advisors LLC Has $704,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Strategies Wealth Advisors LLC decreased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 19.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,070 shares of the company’s stock after selling 1,732 […]
Tempus Wealth Planning Gries Financial Strategies Wealth Advisors Key Financial Inc Company Profile Branch Capital

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