iShares Core U.S. Aggregate Bond ETF $AGG Position Lowered by Watershed Private Wealth LLC

Watershed Private Wealth LLC lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.7% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 158,113 shares of the company’s stock after selling 9,641 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 5.7% of Watershed Private Wealth LLC’s investment portfolio, making the stock its 2nd biggest holding. Watershed Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $15,685,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Texas Yale Capital Corp. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.6% in the first quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock worth $643,000 after purchasing an additional 103 shares during the last quarter. VAUGHAN & Co SECURITIES INC. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 2nd quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock worth $649,000 after buying an additional 104 shares during the last quarter. Vestia Personal Wealth Advisors boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock worth $215,000 after buying an additional 107 shares during the last quarter. Tempus Wealth Planning LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% in the 1st quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after buying an additional 110 shares during the last quarter. Finally, Cornerstone Planning Group LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% in the 1st quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after buying an additional 114 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $100.13 on Wednesday. The stock has a market capitalization of $132.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The stock’s 50-day simple moving average is $99.68 and its two-hundred day simple moving average is $98.63. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.02.

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.