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June 22, 2023
U.S. investors in exchange-traded funds may want to consider stepping into medium-term fixed income which could provide “attractive carry” and act as a...
June 22, 2023
Naviter Wealth LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 94.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,071 shares of the company’s stock after selling 120,605 […]
June 22, 2023
Agincourt Capital Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 0.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 183,185 shares of the company’s stock after buying an additional 353 shares during […]
June 21, 2023
RMR Wealth Builders reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 61.1% during the first quarter, Holdings Channel.com reports. The fund owned 2,929 shares of the company’s stock after selling 4,602 shares during the quarter. RMR Wealth Builders’ holdings in iShares Core U.S. Aggregate Bond ETF were worth […]
June 20, 2023
McLean Asset Management Corp trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 6.7% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 4,381 shares of the company’s stock after selling 313 shares during the period. McLean Asset Management Corp’s holdings in […]
June 20, 2023
Catalyst Wealth Management LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 4,899 shares of the company’s stock, valued at approximately $488,000. Other […]
June 17, 2023
Spence Asset Management decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 61.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,083 shares of the company’s stock after selling 1,762 shares during the period. Spence […]
June 16, 2023
Range Financial Group LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 19.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,117 shares of the company’s stock after purchasing an additional 1,502 shares during the […]
June 16, 2023
Reston Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 16,168 shares of the company’s stock, valued at approximately $1,568,000. iShares Core […]
June 16, 2023
Cedar Brook Financial Partners LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 1.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,425 shares of the company’s stock after purchasing an additional 193 shares […]