Atlantic Edge Private Wealth Management LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 31.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 919 shares of the company’s stock after selling 430 shares during the period. Atlantic Edge Private Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $91,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also made changes to their positions in AGG. Brighton Jones LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after purchasing an additional 7,030 shares during the period. Revolve Wealth Partners LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares during the period. Welch & Forbes LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 22.7% in the fourth quarter. Welch & Forbes LLC now owns 11,858 shares of the company’s stock worth $1,149,000 after acquiring an additional 2,193 shares during the period. Mesirow Financial Investment Management Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.7% in the fourth quarter. Mesirow Financial Investment Management Inc. now owns 13,014 shares of the company’s stock worth $1,261,000 after acquiring an additional 340 shares during the period. Finally, RKL Wealth Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 11.5% in the fourth quarter. RKL Wealth Management LLC now owns 48,122 shares of the company’s stock worth $4,663,000 after acquiring an additional 4,978 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.47 on Friday. The company has a market cap of $128.53 billion, a P/E ratio of 124.57 and a beta of 0.12. The firm has a 50-day simple moving average of $97.99 and a two-hundred day simple moving average of $97.80. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $102.04.
About iShares Core U.S. Aggregate Bond ETF
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.
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