Boyd Wealth Management LLC Sells 32,624 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Boyd Wealth Management LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 164,477 shares of the company’s stock after selling 32,624 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 8.8% of Boyd Wealth Management LLC’s portfolio, making the stock its 2nd biggest holding. Boyd Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $15,966,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the company. Cetera Trust Company N.A purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $28,000. Sage Mountain Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $119,000. Parkside Financial Bank & Trust grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 110.5% in the 4th quarter. Parkside Financial Bank & Trust now owns 619 shares of the company’s stock valued at $61,000 after purchasing an additional 325 shares during the last quarter. Fountainhead AM LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 387.2% in the fourth quarter. Fountainhead AM LLC now owns 45,491 shares of the company’s stock valued at $4,515,000 after buying an additional 36,153 shares in the last quarter. Finally, JMG Financial Group Ltd. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% in the fourth quarter. JMG Financial Group Ltd. now owns 14,374 shares of the company’s stock valued at $1,427,000 after buying an additional 258 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %

Shares of iShares Core U.S. Aggregate Bond ETF stock traded up $0.45 during trading on Friday, reaching $100.76. The company’s stock had a trading volume of 6,179,231 shares, compared to its average volume of 8,045,851. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $100.90. The business has a 50 day moving average price of $98.56 and a 200-day moving average price of $97.43.

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.