Wellington Altus USA Inc. trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 14.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 55,052 shares of the company’s stock after selling 8,948 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 3.6% of Wellington Altus USA Inc.’s portfolio, making the stock its 4th biggest position. Wellington Altus USA Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,465,000 at the end of the most recent quarter.
Other institutional investors have also added to or reduced their stakes in the company. Clearstead Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% in the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after acquiring an additional 39,415 shares during the last quarter. Prentice Wealth Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.7% in the 1st quarter. Prentice Wealth Management LLC now owns 651,758 shares of the company’s stock worth $64,700,000 after purchasing an additional 46,515 shares during the last quarter. Stone Wealth Partners bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $5,065,000. Parallel Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 24.1% in the 1st quarter. Parallel Advisors LLC now owns 324,740 shares of the company’s stock worth $32,237,000 after purchasing an additional 63,067 shares in the last quarter. Finally, Larry Mathis Financial Planning LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $3,049,000. Institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Price Performance
AGG stock traded up $0.52 during trading on Thursday, hitting $96.33. 8,034,529 shares of the stock traded hands, compared to its average volume of 9,184,185. The stock has a market cap of $135.82 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.72 and a 1 year high of $101.46. The firm’s 50 day moving average is $97.37 and its two-hundred day moving average is $98.48.
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.
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