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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Adaptive Financial Consulting LLC's Largest Position

Adaptive Financial Consulting LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 1.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 459,556 shares of the company’s stock after acquiring an additional 4,859 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 25.5% of […]
Adaptive Financial Consulting Holdings Channel Charles Schwab Investment Management Inc Deere Co Continental Investors Services Inc Envestnet Asset Management Inc

Asset Management Resources LLC Buys 2,519 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Asset Management Resources LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 39.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,884 shares of the company’s stock after purchasing an additional 2,519 shares […]
Securities Exchange Commission Elevate Inc Roble Belko Company Inc Vitalstone Financial Asset Management Resources Financial Strategies Group

Sound View Wealth Advisors Group LLC Sells 4,365 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sound View Wealth Advisors Group LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 12.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,464 shares of the company’s stock after selling 4,365 […]
Securities Exchange Commission Envestnet Asset Management Inc View Wealth Advisors Group Jones Financial Companies Lllp Milliman Financial Risk Management Raymond James Associates
Source: wkrb13.com

Mercer Global Advisors Inc. ADV Has $475.19 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Mercer Global Advisors Inc. ADV grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 7.6% in the 4th quarter, Holdings Channel reports. The firm owned 4,899,356 shares of the company’s stock after acquiring an additional 346,555 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises […]
Holdings Channel Financial Strategies Group Mercer Global Advisors Inc Millennium Group Elevate Inc Vitalstone Financial

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Cut by Institutional & Family Asset Management LLC

Institutional & Family Asset Management LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 3.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,085 shares of the company’s stock after selling […]
Milliman Financial Risk Management Raymond James Associates Jones Financial Companies Lllp Company Profile Securities Exchange Commission Blackrock Inc

570 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Acquired by Arcadia Investment Management Corp MI

Arcadia Investment Management Corp MI acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 570 shares of the company’s stock, valued at approximately $55,000. A number of other hedge funds […]
Jones Financial Companies Lllp Charles Schwab Investment Management Inc Milliman Financial Risk Management Envestnet Asset Management Inc Blackrock Inc Arcadia Investment Management Corp

Global Business Travel Group (NYSE:GBTG) Shares Down 5.7%

Tranquilli Financial Advisor LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 26.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,393 shares of the company’s stock after acquiring an additional 707 shares during […]
Deere Co Tranquilli Financial Advisor Charles Schwab Investment Management Inc Continental Investors Services Inc Toronto Dominion Bank Envestnet Asset Management Inc

WASHINGTON TRUST Co Has $16.69 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

WASHINGTON TRUST Co grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 4.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 172,086 shares of the company’s stock after purchasing an additional 7,989 shares during the quarter. […]
United States Vitalstone Financial Exchange Commission Millennium Group Financial Strategies Group Farmers Merchants Trust Co
Source: wkrb13.com

TPB Wealth Advisors Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

TPB Wealth Advisors increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 3.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,453 shares of the company’s stock after purchasing an additional […]
Vitalstone Financial Farmers Merchants Trust Co Exchange Commission Financial Strategies Group Company Profile Millennium Group
Source: wkrb13.com

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