Milestone Asset Management LLC Cuts Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Milestone Asset Management LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 53.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,494 shares of the company’s stock after selling 7,526 shares during the period. Milestone Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $651,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of 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 valued at $967,000 after buying an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after purchasing an additional 3,044 shares in the last quarter. CreativeOne Wealth LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.7% during the 1st quarter. CreativeOne Wealth LLC now owns 52,537 shares of the company’s stock worth $5,197,000 after purchasing an additional 2,837 shares in the last quarter. Ieq Capital LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 157.1% during the 1st quarter. Ieq Capital LLC now owns 43,112 shares of the company’s stock worth $4,265,000 after purchasing an additional 26,346 shares during the period. Finally, Triad Wealth Partners LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 20.6% in the 1st quarter. Triad Wealth Partners LLC now owns 26,969 shares of the company’s stock valued at $2,668,000 after purchasing an additional 4,602 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

Shares of NYSEARCA AGG opened at $100.02 on Thursday. The stock has a market capitalization of $134.60 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $101.35. The firm has a 50-day moving average price of $100.39 and a 200 day moving average price of $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.