Lyell Wealth Management LP Has $300,000 Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lyell Wealth Management LP reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,020 shares of the company’s stock after selling 200 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $300,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of AGG. First Pacific Financial bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. Cetera Trust Company N.A bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $28,000. Arlington Trust Co LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $33,000. Annis Gardner Whiting Capital Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $34,000. Finally, Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $35,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3 %

NYSEARCA:AGG traded down $0.26 during mid-day trading on Thursday, reaching $95.13. 5,308,825 shares of the company were exchanged, compared to its average volume of 9,250,327. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $100.42. The company has a fifty day moving average of $96.98 and a 200 day moving average of $96.63.

iShares Core U.S. Aggregate Bond ETF Company Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.