HB Wealth Management LLC Sells 9,506 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

HB Wealth Management LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% in the 1st quarter, Holdings Channel reports. The firm owned 121,691 shares of the company’s stock after selling 9,506 shares during the quarter. HB Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,080,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Bank of America Corp DE boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 16.0% during the 4th quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock worth $5,367,292,000 after acquiring an additional 7,411,242 shares in the last quarter. Raymond James Financial Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% in the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after acquiring an additional 5,514,115 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 17.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after purchasing an additional 4,942,715 shares during the last quarter. Northern Trust Corp lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 25.1% in the 4th quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock worth $2,068,108,000 after purchasing an additional 4,148,106 shares during the last quarter. Finally, Constellation Investments Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 70.2% during the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock worth $705,444,000 after purchasing an additional 2,914,000 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $98.61 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46. The business’s 50 day moving average is $98.76 and its two-hundred day moving average is $99.53. The company has a market cap of $138.36 billion, a PE ratio of 124.57 and a beta of 0.25.

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.