Wilmington Savings Fund Society FSB Reduces Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Wilmington Savings Fund Society FSB cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 23.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 555,900 shares of the company’s stock after selling 174,469 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 1.0% of Wilmington Savings Fund Society FSB’s holdings, making the stock its 19th largest holding. Wilmington Savings Fund Society FSB’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $55,145,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. Brighton Jones LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after acquiring an additional 3,044 shares in the last quarter. GAMMA Investing LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter valued at $842,000. Wealth Enhancement Advisory Services LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 15,197,862 shares of the company’s stock valued at $1,503,372,000 after acquiring an additional 862,965 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 11.2% in the first quarter. Dynamic Advisor Solutions LLC now owns 34,578 shares of the company’s stock valued at $3,420,000 after acquiring an additional 3,477 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%

Shares of NYSEARCA AGG opened at $100.62 on Tuesday. The stock has a market cap of $133.00 billion, a P/E ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.02. The business’s fifty day simple moving average is $99.79 and its 200-day simple moving average is $98.69.

iShares Core U.S. Aggregate Bond ETF Company 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.