Private Trust Co. NA Trims Position in iShares Core U.S. Aggregate Bond ETF $AGG

Private Trust Co. NA lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 27,506 shares of the company’s stock after selling 5,267 shares during the quarter. Private Trust Co. NA’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,757,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in AGG. Friedenthal Financial lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.0% in the 3rd quarter. Friedenthal Financial now owns 1,651 shares of the company’s stock worth $166,000 after purchasing an additional 122 shares during the period. BayBridge Capital Group LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 2.0% in the third quarter. BayBridge Capital Group LLC now owns 251,269 shares of the company’s stock worth $25,190,000 after buying an additional 4,997 shares in the last quarter. Stanich Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $12,098,000. Optas LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 89.8% during the 3rd quarter. Optas LLC now owns 82,196 shares of the company’s stock valued at $8,240,000 after acquiring an additional 38,893 shares in the last quarter. Finally, Vontobel Holding Ltd. boosted its position in iShares Core U.S. Aggregate Bond ETF by 8.8% during the 3rd quarter. Vontobel Holding Ltd. now owns 5,230 shares of the company’s stock valued at $524,000 after acquiring an additional 425 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $100.02 on Thursday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.35. The company has a market capitalization of $134.60 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The business’s 50 day moving average price is $100.39 and its two-hundred day moving average price is $99.60.

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.