BKM Wealth Management LLC Lowers Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

BKM Wealth Management LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.6% during the third quarter, according to its most recent filing with the SEC. The firm owned 16,468 shares of the company’s stock after selling 106 shares during the period. BKM Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,668,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in AGG. Oliver Lagore Vanvalin Investment Group grew its stake in iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after purchasing an additional 158 shares during the period. ST Germain D J Co. Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after acquiring an additional 255 shares in the last quarter. Lynx Investment Advisory purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $28,000. Atlas Capital Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the first quarter worth about $29,000. Finally, Wagner Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 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 Trading Down 0.2 %

Shares of NYSEARCA:AGG opened at $98.59 on Friday. The stock has a fifty day simple moving average of $100.55 and a two-hundred day simple moving average of $98.39. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $92.11 and a 12-month 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.