iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Lowered by DT Investment Partners LLC

DT Investment Partners LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.9% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 250,457 shares of the company’s stock after selling 54,659 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 2.4% of DT Investment Partners LLC’s investment portfolio, making the stock its 10th biggest holding. DT Investment Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,775,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Brickley Wealth Management grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.7% during the 1st quarter. Brickley Wealth Management now owns 3,233 shares of the company’s stock valued at $320,000 after acquiring an additional 174 shares in the last quarter. Elite Financial Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $133,000. Wayfinding Financial LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 15.7% in the 1st quarter. Wayfinding Financial LLC now owns 63,871 shares of the company’s stock valued at $6,318,000 after purchasing an additional 8,648 shares during the last quarter. ALM First Financial Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $966,000. Finally, Capital Investment Advisory Services LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 11.2% in the 1st quarter. Capital Investment Advisory Services LLC now owns 10,743 shares of the company’s stock valued at $1,063,000 after purchasing an additional 1,084 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%

AGG stock opened at $98.47 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $102.04. The company has a fifty day simple moving average of $97.99 and a 200 day simple moving average of $97.79. The firm has a market cap of $128.53 billion, a PE ratio of 124.57 and a beta of 0.12.

iShares Core U.S. Aggregate Bond ETF 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.