Watershed Private Wealth LLC Has $12.55 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Watershed Private Wealth LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 129,558 shares of the company’s stock after selling 38,126 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 4.9% of Watershed Private Wealth LLC’s investment portfolio, making the stock its 3rd largest holding. Watershed Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,554,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AGG. Ironwood Wealth Management LLC. raised its stake in iShares Core U.S. Aggregate Bond ETF by 5.2% in the second quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock valued at $5,174,000 after purchasing an additional 2,624 shares in the last quarter. Kimelman & Baird LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $36,000. HFG Wealth Management LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $284,000. Ted Buchan & Co bought a new stake in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $16,201,000. Finally, Granite Bay Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 126.4% in the 2nd quarter. Granite Bay Wealth Management LLC now owns 59,181 shares of the company’s stock valued at $5,745,000 after purchasing an additional 33,042 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0 %

Shares of AGG opened at $97.52 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The business’s fifty day moving average is $97.50 and its 200-day moving average is $98.90.

iShares Core U.S. Aggregate Bond ETF 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.