iShares Core U.S. Aggregate Bond ETF $AGG Holdings Cut by Graves Light Lenhart Wealth Inc.

Graves Light Lenhart Wealth Inc. reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,080,576 shares of the company’s stock after selling 21,492 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 9.3% of Graves Light Lenhart Wealth Inc.’s investment portfolio, making the stock its largest position. Graves Light Lenhart Wealth Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $102,158,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Iowa State Bank acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $1,636,000. Stone Wealth Partners acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $5,065,000. Montecito Bank & Trust acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $14,385,000. Prentice Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.7% during the 1st quarter. Prentice Wealth Management LLC now owns 651,758 shares of the company’s stock worth $64,700,000 after acquiring an additional 46,515 shares during the period. Finally, Parallel Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 24.1% during the 1st quarter. Parallel Advisors LLC now owns 324,740 shares of the company’s stock worth $32,237,000 after acquiring an additional 63,067 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $94.63 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $93.83 and a 1 year high of $101.46. The company’s 50 day simple moving average is $96.47 and its 200 day simple moving average is $97.92. The stock has a market capitalization of $136.54 billion, a PE ratio of 124.57 and a beta of 0.26.

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.