Lionsbridge Wealth Management LLC Decreases Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lionsbridge Wealth Management LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 77,052 shares of the company’s stock after selling 1,321 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 6.2% of Lionsbridge Wealth Management LLC’s holdings, making the stock its largest position. Lionsbridge Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,803,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of AGG. Concurrent Investment Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 29.1% during the 1st quarter. Concurrent Investment Advisors LLC now owns 189,256 shares of the company’s stock valued at $18,536,000 after purchasing an additional 42,694 shares during the period. WNY Asset Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 23.7% in the first quarter. WNY Asset Management LLC now owns 11,705 shares of the company’s stock worth $1,146,000 after buying an additional 2,239 shares in the last quarter. Semus Wealth Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 36.9% during the first quarter. Semus Wealth Partners LLC now owns 3,416 shares of the company’s stock worth $335,000 after acquiring an additional 921 shares during the last quarter. Edgehill Endowment Partners LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 11.9% during the first quarter. Edgehill Endowment Partners LLC now owns 1,936,260 shares of the company’s stock valued at $189,637,000 after acquiring an additional 205,886 shares in the last quarter. Finally, Williams Jones Wealth Management LLC. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $220,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

Shares of AGG stock opened at $98.50 on Friday. The company’s fifty day simple moving average is $100.06 and its two-hundred day simple moving average is $98.58. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $93.53 and a 52 week high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.