WealthShield Partners LLC Decreases Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

WealthShield Partners LLC lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 23.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 22,119 shares of the company’s stock after selling 6,802 shares during the period. WealthShield Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,217,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in AGG. Brighton Jones LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares during the period. Revolve Wealth Partners LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after purchasing an additional 3,044 shares during the period. Novem Group lifted its stake in iShares Core U.S. Aggregate Bond ETF by 9.8% in the second quarter. Novem Group now owns 2,367 shares of the company’s stock valued at $235,000 after purchasing an additional 211 shares during the last quarter. ST Germain D J Co. Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 6,192.0% in the second quarter. ST Germain D J Co. Inc. now owns 1,573 shares of the company’s stock valued at $156,000 after purchasing an additional 1,548 shares during the last quarter. Finally, Michels Family Financial LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 4.0% during the second quarter. Michels Family Financial LLC now owns 28,870 shares of the company’s stock valued at $2,864,000 after purchasing an additional 1,122 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $100.11 on Monday. The company has a market capitalization of $137.01 billion, a P/E ratio of 124.57 and a beta of 0.25. The business has a fifty day simple moving average of $100.13 and a two-hundred day simple moving average of $99.88. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.35.

iShares Core U.S. Aggregate Bond ETF Company 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.