iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Cut by Litman Gregory Wealth Management LLC

Litman Gregory Wealth Management LLC decreased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 34.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 40,412 shares of the company’s stock after selling 21,254 shares during the quarter. Litman Gregory Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,011,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Mosaic Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 116.2% in the 3rd quarter. Mosaic Advisors LLC now owns 25,640 shares of the company’s stock worth $2,411,000 after buying an additional 13,778 shares in the last quarter. Your Advocates Ltd. LLP raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 51.1% during the 3rd quarter. Your Advocates Ltd. LLP now owns 5,660 shares of the company’s stock valued at $532,000 after purchasing an additional 1,914 shares in the last quarter. FinTrust Capital Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 516.3% during the 3rd quarter. FinTrust Capital Advisors LLC now owns 9,318 shares of the company’s stock valued at $876,000 after purchasing an additional 7,806 shares in the last quarter. J.W. Cole Advisors Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 23.6% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 65,488 shares of the company’s stock valued at $6,159,000 after purchasing an additional 12,518 shares in the last quarter. Finally, Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $35,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock traded up $0.11 during midday trading on Friday, reaching $95.39. 9,121,593 shares of the company’s stock traded hands, compared to its average volume of 9,307,015. The company’s 50 day simple moving average is $97.08 and its 200 day simple moving average is $96.55. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $100.42.

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.