iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Lake Hills Wealth Management LLC

Lake Hills Wealth Management LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 76.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,274 shares of the company’s stock after selling 77,726 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 1.6% of Lake Hills Wealth Management LLC’s portfolio, making the stock its 24th largest holding. Lake Hills Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,352,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Mesirow Financial Investment Management Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after acquiring an additional 104 shares during the last quarter. Evergreen Capital Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.6% in the 2nd quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock worth $1,603,000 after acquiring an additional 105 shares during the last quarter. Howe & Rusling Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after acquiring an additional 105 shares during the period. Cornerstone Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after acquiring an additional 109 shares during the last quarter. Finally, Braun Bostich & Associates Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2 %

Shares of AGG stock opened at $97.01 on Thursday. The firm’s 50-day moving average is $97.54 and its two-hundred day moving average is $98.92. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04.

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.