Accel Wealth Management Sells 136 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Accel Wealth Management lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 27,079 shares of the company’s stock after selling 136 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.0% of Accel Wealth Management’s investment portfolio, making the stock its 21st largest position. Accel Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,624,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Mesirow Financial Investment Management Inc. increased its stake in shares of 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 purchasing an additional 104 shares during the last quarter. Howe & Rusling Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 2.4% in the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after acquiring an additional 105 shares during the last quarter. Cornerstone Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 2.1% during the third quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock worth $526,000 after acquiring an additional 109 shares in the last quarter. Braun Bostich & Associates Inc. lifted 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 worth $245,000 after acquiring an additional 109 shares during the last quarter. Finally, Heritage Wealth Management Inc. CA boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% in the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after purchasing an additional 116 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.01 on Friday. The firm’s 50 day moving average is $97.51 and its 200 day moving average is $98.89. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year 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.