Tanager Wealth Management LLP Has $13.86 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Tanager Wealth Management LLP reduced its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 27.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 139,666 shares of the company’s stock after selling 52,605 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 2.5% of Tanager Wealth Management LLP’s holdings, making the stock its 14th biggest holding. Tanager Wealth Management LLP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,862,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of AGG. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 145.5% in the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 6,590 shares of the company’s stock valued at $705,000 after purchasing an additional 3,906 shares in the last quarter. Laurel Wealth Advisors Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 36.2% in the first quarter. Laurel Wealth Advisors Inc. now owns 52,003 shares of the company’s stock valued at $5,570,000 after buying an additional 13,829 shares in the last quarter. Worth Asset Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth $44,000. Baltimore Washington Financial Advisors Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth $241,000. Finally, West Michigan Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% in the 1st quarter. West Michigan Advisors LLC now owns 14,640 shares of the company’s stock valued at $1,568,000 after acquiring an additional 292 shares during the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1 %

Shares of NYSEARCA AGG traded up $0.11 during mid-day trading on Friday, hitting $95.39. 9,121,593 shares of the stock traded hands, compared to its average volume of 9,307,015. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $91.58 and a twelve month high of $100.42. The firm has a 50 day simple moving average of $97.12 and a two-hundred day simple moving average of $96.53.

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.