Element Wealth LLC Sells 2,764 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Element Wealth LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 59,341 shares of the company’s stock after selling 2,764 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 3.0% of Element Wealth LLC’s portfolio, making the stock its 7th largest position. Element Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,750,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the company. Mesirow Financial Investment Management Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after purchasing an additional 104 shares during the period. Howe & Rusling Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after purchasing an additional 105 shares during the period. Braun Bostich & Associates Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares during the period. Vestia Personal Wealth Advisors increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after purchasing an additional 121 shares during the period. Finally, Mount Yale Investment Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% during the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after purchasing an additional 122 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4 %

Shares of AGG stock opened at $98.02 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The business’s fifty day moving average is $97.08 and its 200-day moving average is $98.75.

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.