Occidental Asset Management LLC Reduces Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Occidental Asset Management LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.3% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 23,952 shares of the company’s stock after selling 559 shares during the period. Occidental Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,426,000 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. Cliftonlarsonallen Wealth Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 4.1% in the 3rd quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,005,918 shares of the company’s stock worth $101,869,000 after purchasing an additional 39,527 shares in the last quarter. Kathleen S. Wright Associates Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $101,000. Grove Bank & Trust lifted its position in iShares Core U.S. Aggregate Bond ETF by 5.9% during the third quarter. Grove Bank & Trust now owns 42,160 shares of the company’s stock worth $4,270,000 after buying an additional 2,362 shares in the last quarter. Fiduciary Alliance LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth approximately $253,000. Finally, ORG Partners LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 3.2% during the third quarter. ORG Partners LLC now owns 12,931 shares of the company’s stock worth $1,310,000 after buying an additional 395 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 Stock Down 0.1 %

Shares of AGG opened at $99.41 on Tuesday. The stock has a fifty day simple moving average of $100.63 and a two-hundred day simple moving average of $98.29. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week 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.