iShares Core U.S. Aggregate Bond ETF
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First Hawaiian Bank grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.8% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm owned 221,699 shares of the company's stock after buying an additional 10,163 shares during the period. iShares
REITs endured a brutal three-plus-year stretch since March 2022, underperforming the S&P 500 by an unprecedented 70 percentage points, far worse than the Global Financial Crisis. Extreme underperformance has left REITs historically cheap despite solid property-level fundamentals, but this valuation discount carries a cost: elevated capital costs, suppressed transaction activity, and limited external growth opportunities. Depressed public-market valuations have triggered a pronounced “REIT exodus,” with 40 REITs acquired, liquidated, or seeking sales since 2022, while new REIT formation has collapsed to a fraction of norms.
Many advisors and investors are contemplating or actively adjusting their portfolios for the new year. That's why the insights gathered from attendees at last week's VettaFi 2026 Market Outlook Symposium were so compelling.
Caldwell Trust Co purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 106,508 shares of the company's stock, valued at approximately $10,566,000. iShares Core U.S. Aggregate Bond ETF makes up
U.S. equity markets posted mixed performance after an unusually divided Federal Reserve delivered a third-straight rate cut, but signaled a likely "pause" in the easing cycle. Perhaps the last rate cut under the "Powell Fed," the FOMC voted 9-3 to lower the federal funds rate to 3.75%, with two votes to keep rates unchanged. Markets saw hawkish undertones in the updated Economic Projections and commentary from Chair Powell, which emphasized lingering uncertainty around the inflation outlook and lack of conviction in softening labor markets.
Geneos Wealth Management Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 69.4% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 107,826 shares of the company's stock after buying an additional 44,175 shares
Bank of America Corp DE lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 43,902,750 shares of the company's stock after purchasing an additional 1,915,497
My portfolio goal is sustainable, stress-free income—prioritizing safety over chasing high yields. Even though it might be very tempting, tilting investments towards 10%+ yields is not the smartest thing to do. The historical stock market annual return figure is around 10%, which is very difficult to meet for income investors, who are usually concentrated into fixed income factor (lower return potential).
U.S. equity markets climbed to the cusp of fresh record-highs as another soft slate of employment data and modest PCE inflation data helped solidify the case for another rate cut. ADP provided the most evident signs of cooling labor markets, posting job losses in three of the past six months and a cooldown in wage growth to four-year lows. The PCE report showed corresponding disinflation in discretionary services categories, offsetting modest upward pressures on goods prices, resulting in the first monthly deceleration in core inflation since April.
Brown Advisory Inc. increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 27.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 263,824 shares of the company's stock after purchasing an additional 56,205 shares during the
Edgestream Partners L.P. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 9,784 shares of the company's stock, valued at approximately $971,000.
Acorns Advisers LLC reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.0% in the undefined quarter, according to its most recent filing with the SEC. The fund owned 11,764,517 shares of the company's stock after selling 749,255 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises
U.S. equity markets staged a broad rally in the holiday-shortened week, while benchmark interest rates dipped to the cusp of multi-year lows, as investors leaned into December rate cut expectations. Reports that Kevin Hassett- a close Trump ally- has emerged as the frontrunner to succeed Fed Chair Powell in 2026 further sharpened expectations for a more explicitly dovish policy approach. The "Hasset trade" revived appetite for long-duration and rate-sensitive equity sectors, as investors priced in a lower terminal-rate environment and a steeper path of 2026 policy accommodation.
Although many ETF investors believe the Fed's December rate meeting is the final hurdle to clear in 2025, there are increasing signs that a new market cycle is already underway. Astoria Portfolio Advisors founder, CEO and CIO John Davi and LionShares CEO Sofia Massie sit down with CNBC's Contessa Brewer on “ETF Edge” to discuss the best way to position a portfolio as we near the end of the year, the set-up for 2026, key trends to watch for, and why it's important to look beyond the Mag 7.
U.S. equity markets dipped in a volatile week, while benchmark interest rates pulled back from one-month highs, as renewed anxiety over stretched AI-driven valuations collided with mounting monetary policy uncertainty. Public commentary from Fed officials revealed an unusually fractured committee, with a divide that was deepened further by a mixed slate of employment data via the long-delayed September payrolls report. Payrolls data showed that the U.S. economy added 119k jobs in September- better than estimates- but prior months were revised lower and the unemployment rate rose to four-year highs.
Barings LLC decreased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 95.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,164 shares of the company's stock after selling 134,725 shares during the period. Barings LLC's
Archvest Wealth Advisors Inc. cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 56.8% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,673 shares of the company's stock after selling 23,245 shares during
Alteri Wealth LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 81.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,395 shares of the company's stock after acquiring an additional 3,311 shares
U.S. bonds are outperforming after years of volatility, with 10-year Treasury yields falling as inflation pressures moderate even with some prices still elevated.
Adaptive Financial Consulting LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 522,645 shares of the company's stock after selling 5,814 shares