Watershed Private Wealth LLC Cuts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Watershed Private Wealth LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 129,558 shares of the company’s stock after selling 38,126 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 4.9% of Watershed Private Wealth LLC’s investment portfolio, making the stock its 3rd largest holding. Watershed Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,554,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Ironwood Wealth Management LLC. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.2% during the second quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock worth $5,174,000 after purchasing an additional 2,624 shares during the last quarter. Kimelman & Baird LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth about $36,000. HFG Wealth Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at about $284,000. Ted Buchan & Co acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $16,201,000. Finally, Granite Bay Wealth Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 126.4% during the second quarter. Granite Bay Wealth Management LLC now owns 59,181 shares of the company’s stock worth $5,745,000 after acquiring an additional 33,042 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $97.52 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The stock has a 50 day moving average price of $97.50 and a 200 day moving average price of $98.90.

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.