Shepherd Financial Partners LLC Has $1.08 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Shepherd Financial Partners LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,653 shares of the company’s stock after selling 553 shares during the quarter. Shepherd Financial Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,079,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of AGG. WMS Partners LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 1st quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock valued at $9,475,000 after acquiring an additional 901 shares in the last quarter. FineMark National Bank & Trust grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% during the second quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock worth $1,423,000 after buying an additional 108 shares in the last quarter. Conservest Capital Advisors Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 4.0% in the 1st quarter. Conservest Capital Advisors Inc. now owns 122,812 shares of the company’s stock valued at $12,028,000 after buying an additional 4,746 shares during the last quarter. Spectrum Investment Advisors Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 24.1% in the 2nd quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock valued at $4,540,000 after acquiring an additional 9,087 shares in the last quarter. Finally, AE Wealth Management LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 48.7% during the 2nd quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock worth $14,752,000 after acquiring an additional 49,761 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG traded down $0.25 during mid-day trading on Friday, hitting $97.86. 2,638,242 shares of the company’s stock were exchanged, compared to its average volume of 7,968,495. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $93.37 and a 52 week high of $102.04. The company has a 50-day simple moving average of $100.36 and a 200 day simple moving average of $98.47.

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.