iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is James J. Burns & Company LLC’s 9th Largest Position

James J. Burns & Company LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 146,713 shares of the company’s stock after selling 14,851 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.5% of James J. Burns & Company LLC’s investment portfolio, making the stock its 9th biggest holding. James J. Burns & Company LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,216,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of AGG. Kozak & Associates Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $26,000. ST Germain D J Co. Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares during the last quarter. Wagner Wealth Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after buying an additional 305 shares in the last quarter. Bank of New Hampshire raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after purchasing an additional 190 shares during the last quarter. Finally, Concord Wealth Partners lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% during the third quarter. Concord Wealth Partners now owns 511 shares of the company’s stock worth $52,000 after buying an additional 268 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $97.17 on Tuesday. The stock’s fifty day moving average price is $97.47 and its 200 day moving average price is $98.87. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04.

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.