Waldron Private Wealth LLC Cuts Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

by · The Cerbat Gem

Waldron Private Wealth LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 26.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 30,810 shares of the company’s stock after selling 11,220 shares during the quarter. Waldron Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,089,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of AGG. Cultivar Capital Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% in the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after acquiring an additional 7,750 shares during the last quarter. Ellenbecker Investment Group lifted its stake in iShares Core U.S. Aggregate Bond ETF by 8.5% in the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after purchasing an additional 50,564 shares during the last quarter. CX Institutional lifted its stake in iShares Core U.S. Aggregate Bond ETF by 205.4% in the third quarter. CX Institutional now owns 157,491 shares of the company’s stock worth $15,788,000 after purchasing an additional 105,924 shares during the last quarter. Fulton Breakefield Broenniman LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% during the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after buying an additional 7,345 shares during the period. Finally, Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 334.7% during the third quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,994 shares of the company’s stock valued at $2,907,000 after buying an additional 22,324 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $99.67 on Wednesday. The business’s 50 day moving average price is $100.14 and its 200-day moving average price is $99.84. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.35. The company has a market cap of $136.05 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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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