Roger Wittlin Investment Advisory LLC Has $907,000 Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Roger Wittlin Investment Advisory LLC reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 30.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 8,958 shares of the company’s stock after selling 3,954 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 0.5% of Roger Wittlin Investment Advisory LLC’s portfolio, making the stock its 27th largest holding. Roger Wittlin Investment Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $907,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Avior Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 17.2% during the 3rd quarter. Avior Wealth Management LLC now owns 25,072 shares of the company’s stock worth $2,529,000 after buying an additional 3,685 shares during the last quarter. Counterweight Ventures LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 25.2% during the third quarter. Counterweight Ventures LLC now owns 37,883 shares of the company’s stock worth $3,836,000 after acquiring an additional 7,622 shares in the last quarter. PNC Financial Services Group Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 3.6% during the third quarter. PNC Financial Services Group Inc. now owns 8,174,489 shares of the company’s stock valued at $827,830,000 after purchasing an additional 282,022 shares during the last quarter. SouthState Corp grew its stake in iShares Core U.S. Aggregate Bond ETF by 40.1% in the third quarter. SouthState Corp now owns 5,941 shares of the company’s stock valued at $602,000 after purchasing an additional 1,700 shares in the last quarter. Finally, Wrapmanager Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 16.5% in the third quarter. Wrapmanager Inc. now owns 198,800 shares of the company’s stock valued at $20,132,000 after purchasing an additional 28,225 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1 %

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.89 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The business’s 50 day moving average is $99.62 and its 200-day moving average is $98.74.

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.