iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by GoalFusion Wealth Management LLC

GoalFusion Wealth Management LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 530,531 shares of the company’s stock after selling 29,655 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 20.1% of GoalFusion Wealth Management LLC’s holdings, making the stock its 2nd largest position. GoalFusion Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $50,156,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Empower Annuity Insurance Co acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth $267,968,630,000. Bank of America Corp DE boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 29.6% during the first quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock worth $6,915,196,000 after buying an additional 15,923,080 shares during the last quarter. LPL Financial LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 19.6% during the fourth quarter. LPL Financial LLC now owns 14,085,361 shares of the company’s stock worth $1,406,846,000 after buying an additional 2,304,418 shares during the last quarter. JPMorgan Chase & Co. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.2% during the 4th quarter. JPMorgan Chase & Co. now owns 12,335,314 shares of the company’s stock worth $1,232,051,000 after buying an additional 716,579 shares during the period. Finally, Mariner LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 11.5% in the 4th quarter. Mariner LLC now owns 12,060,633 shares of the company’s stock valued at $1,204,617,000 after acquiring an additional 1,244,206 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

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

Shares of NYSEARCA:AGG traded up $0.20 during mid-day trading on Tuesday, reaching $94.33. The stock had a trading volume of 5,383,807 shares, compared to its average volume of 9,441,303. The firm has a 50 day simple moving average of $96.66 and a two-hundred day simple moving average of $98.02. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.83 and a twelve month high of $101.46. The firm has a market cap of $135.43 billion, a PE ratio of 124.57 and a beta of 0.26.

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.