Impact Partnership Wealth LLC Reduces Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Impact Partnership Wealth LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,077 shares of the company’s stock after selling 915 shares during the period. Impact Partnership Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $305,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. One Day In July LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.2% in the second quarter. One Day In July LLC now owns 116,440 shares of the company’s stock worth $11,551,000 after purchasing an additional 1,379 shares during the last quarter. Atria Investments Inc lifted its stake in iShares Core U.S. Aggregate Bond ETF by 105.8% in the second quarter. Atria Investments Inc now owns 183,506 shares of the company’s stock worth $18,204,000 after purchasing an additional 94,332 shares during the last quarter. Savvy Advisors Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 523.5% in the second quarter. Savvy Advisors Inc. now owns 311,642 shares of the company’s stock worth $30,915,000 after purchasing an additional 261,662 shares during the last quarter. Noesis Capital Mangement Corp bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $276,000. Finally, Retirement Systems of Alabama lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.4% in the second quarter. Retirement Systems of Alabama now owns 25,683 shares of the company’s stock worth $2,548,000 after purchasing an additional 353 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $100.60 on Friday. The firm has a 50-day simple moving average of $100.30 and a two-hundred day simple moving average of $98.93. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.35. The company has a market cap of $135.38 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.