Waldron Private Wealth LLC Trims Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Waldron Private Wealth LLC reduced its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 42,030 shares of the company’s stock after selling 4,219 shares during the quarter. Waldron Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,169,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Briaud Financial Planning Inc purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at approximately $25,000. MTM Investment Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at approximately $37,000. AlphaCore Capital LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at approximately $40,000. Atlas Capital Advisors Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% during the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock valued at $49,000 after buying an additional 200 shares during the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at approximately $56,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $101.14 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.35. The business’s fifty day moving average price is $100.14 and its two-hundred day moving average price is $98.84. The firm has a market capitalization of $135.75 billion, a PE ratio of 124.57 and a beta of 0.12.

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.