Bartlett & CO. Wealth Management LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 161,876 shares of the company’s stock after selling 5,463 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,058,000 as of its most recent SEC filing.
A number of other institutional investors have also recently made changes to their positions in the company. Linscomb Wealth Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.4% in the 1st quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock valued at $6,331,000 after purchasing an additional 244 shares in the last quarter. Mascoma Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.1% in the first quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock worth $46,980,000 after buying an additional 31,299 shares in the last quarter. Charter Capital Management LLC DE acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $3,459,000. Interactive Financial Advisors Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the first quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock worth $14,282,000 after acquiring an additional 1,170 shares during the last quarter. Finally, BayBridge Capital Group LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% during the 2nd quarter. BayBridge Capital Group LLC now owns 246,272 shares of the company’s stock valued at $24,430,000 after acquiring an additional 2,546 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Stock Performance
NYSEARCA:AGG opened at $100.25 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.44. The stock has a market cap of $130.07 billion, a PE ratio of 124.57 and a beta of 0.12. The stock has a 50 day moving average price of $99.51 and a 200 day moving average price of $98.58.
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.
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