Legacy Private Trust Co. Cuts Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Legacy Private Trust Co. cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 246,574 shares of the company’s stock after selling 44,009 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.4% of Legacy Private Trust Co.’s investment portfolio, making the stock its 16th biggest holding. Legacy Private Trust Co.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,628,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Cultivar Capital Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% during the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after acquiring an additional 7,750 shares in the last quarter. Ellenbecker Investment Group raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock valued at $65,046,000 after purchasing an additional 50,564 shares during the last quarter. CX Institutional boosted its stake in iShares Core U.S. Aggregate Bond ETF by 205.4% in the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock worth $15,788,000 after purchasing an additional 105,924 shares in the last quarter. Fulton Breakefield Broenniman LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.9% in the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after purchasing an additional 7,345 shares in the last quarter. Finally, CVA Family Office LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 8.2% during the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after purchasing an additional 8,593 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 Trading Down 0.8%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.66 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.46. The firm has a market capitalization of $136.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm’s 50 day simple moving average is $100.23 and its two-hundred day simple moving average is $100.28.

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.