Tanager Wealth Management LLP Lowers Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Tanager Wealth Management LLP trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 252,569 shares of the company’s stock after selling 22,634 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 2.4% of Tanager Wealth Management LLP’s holdings, making the stock its 13th largest position. Tanager Wealth Management LLP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $25,072,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. KFA Private Wealth Group LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 1st quarter. KFA Private Wealth Group LLC now owns 82,375 shares of the company’s stock worth $8,177,000 after purchasing an additional 3,453 shares in the last quarter. Auour Investments LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the 1st quarter. Auour Investments LLC now owns 22,889 shares of the company’s stock worth $2,272,000 after purchasing an additional 963 shares during the period. Greenup Street Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.2% during the 1st quarter. Greenup Street Wealth Management LLC now owns 25,495 shares of the company’s stock valued at $2,531,000 after purchasing an additional 784 shares in the last quarter. Blue Trust Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the 1st quarter. Blue Trust Inc. now owns 2,450,953 shares of the company’s stock valued at $243,306,000 after purchasing an additional 49,490 shares in the last quarter. Finally, Apella Capital LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 19.6% in the 1st quarter. Apella Capital LLC now owns 18,956 shares of the company’s stock valued at $1,893,000 after purchasing an additional 3,111 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $99.19 on Thursday. The firm has a fifty day moving average price of $98.86 and a 200 day moving average price of $99.58. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The stock has a market cap of $135.52 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.