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WealthSpring Partners LLC Grows Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

WealthSpring Partners LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 4.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 179,725 shares of the company’s stock after acquiring an additional 8,138 shares […]
Tempus Wealth Planning Mosaic Advisors Securities Exchange Commission Schechter Investment Advisors Wealthspring Partners Perigon Wealth Management

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by PNC Financial Services Group Inc.

PNC Financial Services Group Inc. lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 17.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,470,173 shares of the company’s stock after selling 1,117,114 shares during the quarter. […]
United States Daymark Wealth Partners Baker Tilly Wealth Management Manufacturers Life Insurance Company Financial Services Group Inc Dfpg Investments
Source: wkrb13.com

Mitsubishi UFJ Trust & Banking Corp Sells 31,130 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Mitsubishi UFJ Trust & Banking Corp cut its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 2.0% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,505,115 shares of the company’s stock after selling 31,130 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in iShares […]
Banking Corp Mitsubishi Ufj Holdings Channel Summit Wealth Retirement Planning Inc Blue Barn Wealth Sand Hill Global Advisors
Source: wkrb13.com

Regis (NYSE:RGS) Coverage Initiated at StockNews.com

PNC Financial Services Group Inc. trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 17.0% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 5,470,173 shares of the company’s stock after selling 1,117,114 shares during the period. PNC Financial Services Group Inc. […]
Deere Co Continental Investors Services Inc Charles Schwab Investment Management Inc Toronto Dominion Bank Pnc Financial Services Group Inc Envestnet Asset Management Inc

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Blue Barn Wealth LLC Raises Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Blue Barn Wealth LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 33.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 61,574 shares of the company’s stock after buying an additional 15,486 […]
Company Profile Mosaic Advisors Schechter Investment Advisors Exchange Commission Blue Barn Wealth Perigon Wealth Management
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Holdings Trimmed by Granger Management LLC

Granger Management LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 87.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 222,658 shares of the company’s stock after selling 1,518,659 shares during the […]
Granger Management Milliman Financial Risk Management Raymond James Associates Blackrock Inc Jones Financial Companies Lllp Envestnet Asset Management Inc

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

Tempus Wealth Planning LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 2.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,087 shares of the company’s stock after purchasing an additional 111 […]
Tempus Wealth Planning Perigon Wealth Management Pathstone Family Office Exchange Commission Mosaic Advisors Branch Capital

Capital Advisors Wealth Management LLC Has $456,000 Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Capital Advisors Wealth Management LLC cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 6.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,698 shares of the company’s stock after selling […]
United States Securities Exchange Commission Scotia Capital Inc Riverglades Family Offices Capital Advisors Wealth Management Texas Capital Bank Wealth Management Services Inc

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