SteelPeak Wealth LLC Trims Position in iShares Core U.S. Aggregate Bond ETF $AGG

SteelPeak Wealth LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.7% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 41,755 shares of the company’s stock after selling 8,997 shares during the period. SteelPeak Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,145,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Valley National Advisers Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after acquiring an additional 200 shares during the last quarter. Cresta Advisors Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. Blueline Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $25,000. First Command Advisory Services Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% in the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after purchasing an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $29,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.13 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 has a 50 day simple moving average of $98.57 and a 200-day simple moving average of $99.41. The stock has a market capitalization of $138.46 billion, a PE ratio of 124.57 and a beta of 0.25.

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.