Independent Solutions Wealth Management LLC Reduces Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Independent Solutions Wealth Management LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 114,679 shares of the company’s stock after selling 33,337 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.4% of Independent Solutions Wealth Management LLC’s holdings, making the stock its 7th biggest position. Independent Solutions Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,112,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Bradley & Co. Private Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Kozak & Associates Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $26,000. Newbridge Financial Services Group Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $33,000. Bank of Jackson Hole Trust bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $35,000. Finally, Stonebridge Financial Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $43,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.86 on Friday. The stock has a market capitalization of $125.55 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22. The business’s fifty day moving average is $97.75 and its 200-day moving average is $98.55. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company 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.