Trajan Wealth LLC Reduces Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Trajan Wealth LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,263,553 shares of the company’s stock after selling 25,133 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 5.5% of Trajan Wealth LLC’s holdings, making the stock its 3rd biggest holding. Trajan Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $126,671,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in the company. Angeles Investment Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $26,000. North Ridge Wealth Advisors Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at $29,000. Collier Financial purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $31,000. JCIC Asset Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $32,000. Finally, Evolution Wealth Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $40,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.0%

NYSEARCA AGG opened at $100.90 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.15 and a 12 month high of $101.35. The stock has a market cap of $139.44 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company’s 50 day moving average is $100.16 and its two-hundred day moving average is $100.14.

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.