Phillips Financial Management LLC Reduces Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Phillips Financial Management LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 259,104 shares of the company’s stock after selling 13,484 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.7% of Phillips Financial Management LLC’s investment portfolio, making the stock its 18th largest holding. Phillips Financial Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $25,975,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in AGG. Cultivar Capital Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 3.3% during the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after purchasing an additional 7,750 shares in the last quarter. Ellenbecker Investment Group boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the 3rd 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 in the last quarter. CX Institutional increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% during the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after purchasing an additional 105,924 shares during the last quarter. Fulton Breakefield Broenniman LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% during the 3rd 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 in the last quarter. Finally, Calamos Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 6.6% in the 3rd quarter. Calamos Wealth Management LLC now owns 147,983 shares of the company’s stock worth $14,835,000 after buying an additional 9,119 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $100.16 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.35. The stock has a 50 day simple moving average of $100.15 and a two-hundred day simple moving average of $99.77. The firm has a market cap of $136.50 billion, a P/E ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Company 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.

Further Reading

• Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
• Elon Taking SpaceX Public! $100 Pre-IPO Opportunity!
• A U.S. “birthright” claim worth trillions – activated quietly
• Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company
• First Time Since 2007: All Warnings Active
• How the Rich Retire

Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).