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

Cahill Wealth Management LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,688 shares of the company’s stock after selling 286 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 1.3% of Cahill Wealth Management LLC’s holdings, making the stock its 14th largest position. Cahill Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,586,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in AGG. Braun Bostich & Associates Inc. boosted its position 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 acquiring an additional 109 shares during the period. Wealth Advisors of Tampa Bay LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 4.9% during the fourth quarter. Wealth Advisors of Tampa Bay LLC now owns 2,397 shares of the company’s stock valued at $232,000 after purchasing an additional 112 shares during the period. Vestia Personal Wealth Advisors grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after purchasing an additional 121 shares in the last quarter. Mount Yale Investment Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.5% during the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after buying an additional 122 shares in the last quarter. Finally, Cadent Capital Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% during the 4th quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock worth $210,000 after acquiring an additional 123 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 Trading Down 0.3 %

Shares of NYSEARCA:AGG opened at $97.59 on Thursday. The business’s fifty day simple moving average is $98.24 and its 200-day simple moving average is $98.23. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The company has a market capitalization of $123.94 billion, a PE ratio of 126.17 and a beta of 0.24.

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.