iShares Core U.S. Aggregate Bond ETF $AGG Stock Sold by SVB Wealth LLC

SVB Wealth LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 292,301 shares of the company’s stock after selling 30,713 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.9% of SVB Wealth LLC’s portfolio, making the stock its 12th biggest position. SVB Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $27,634,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Financial Network Wealth Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $27,000. Asset Dedication LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $27,000. Main Street Group LTD purchased a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at about $30,000. JCIC Asset Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $30,000. Finally, John Boyer Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $33,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $95.22 on Friday. The company has a market capitalization of $137.24 billion, a PE ratio of 124.57 and a beta of 0.26. The company has a 50-day simple moving average of $95.61 and a two-hundred day simple moving average of $98.08. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.83 and a one year high of $101.46.

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.