Trajan Wealth LLC Cuts Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Trajan Wealth LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,263,553 shares of the company’s stock after selling 25,133 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 5.5% of Trajan Wealth LLC’s holdings, making the stock its 3rd biggest holding. Trajan Wealth LLC owned about 0.09% of iShares Core U.S. Aggregate Bond ETF worth $126,671,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in AGG. Brighton Jones LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after buying an additional 7,030 shares during the period. Revolve Wealth Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after acquiring an additional 3,044 shares in the last quarter. Carnegie Investment Counsel boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 13.2% during the 2nd quarter. Carnegie Investment Counsel now owns 7,042 shares of the company’s stock valued at $699,000 after purchasing an additional 823 shares in the last quarter. Moloney Securities Asset Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 29.4% in the second quarter. Moloney Securities Asset Management LLC now owns 5,457 shares of the company’s stock worth $541,000 after buying an additional 1,239 shares during the period. Finally, Leavell Investment Management Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 3.2% during the 2nd quarter. Leavell Investment Management Inc. now owns 23,872 shares of the company’s stock valued at $2,368,000 after acquiring an additional 739 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $100.90 on Monday. The firm has a market capitalization of $139.44 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock has a 50 day moving average price of $100.16 and a 200-day moving average price of $100.14. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.35.

About iShares Core U.S. Aggregate Bond ETF

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.