iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Litman Gregory Wealth Management LLC

Litman Gregory Wealth Management LLC decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 39.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,951 shares of the company’s stock after selling 11,693 shares during the quarter. Litman Gregory Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,739,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently bought and sold shares of AGG. 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 buying an additional 2,624 shares in the last quarter. Centaurus Financial Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 312.5% during the 2nd quarter. Centaurus Financial Inc. now owns 12,339 shares of the company’s stock valued at $1,198,000 after acquiring an additional 9,348 shares during the period. Trust Co. of Toledo NA OH boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 13.3% during the 3rd quarter. Trust Co. of Toledo NA OH now owns 2,664 shares of the company’s stock worth $270,000 after acquiring an additional 312 shares in the last quarter. Unique Wealth LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 33.8% in the 3rd quarter. Unique Wealth LLC now owns 221,674 shares of the company’s stock worth $22,449,000 after acquiring an additional 56,030 shares during the period. Finally, Somnio Financial Group LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 3.8% in the 3rd quarter. Somnio Financial Group LLC now owns 105,421 shares of the company’s stock valued at $10,676,000 after purchasing an additional 3,832 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 Stock Down 0.2 %

Shares of AGG stock opened at $97.40 on Friday. The stock has a fifty day moving average price of $97.47 and a 200 day moving average price of $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.