Talon Private Wealth LLC Has $273,000 Position in iShares Core U.S. Aggregate Bond ETF $AGG

Talon Private Wealth LLC lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.2% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,764 shares of the company’s stock after selling 534 shares during the quarter. Talon Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $273,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. Raymond James Financial Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock valued at $8,041,669,000 after acquiring an additional 3,421,606 shares during the period. Betterment LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 10.0% during the first quarter. Betterment LLC now owns 21,876,462 shares of the company’s stock valued at $2,164,020,000 after acquiring an additional 1,983,074 shares during the period. Goldman Sachs Group Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% during the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock valued at $2,086,731,000 after acquiring an additional 2,567,446 shares during the period. Northern Trust Corp increased its holdings in iShares Core U.S. Aggregate Bond ETF by 14.4% in the first quarter. Northern Trust Corp now owns 16,884,474 shares of the company’s stock valued at $1,670,212,000 after purchasing an additional 2,120,169 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.1% in the first quarter. Envestnet Portfolio Solutions Inc. now owns 16,866,256 shares of the company’s stock valued at $1,668,410,000 after purchasing an additional 184,893 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.5%

NYSEARCA AGG opened at $100.10 on Monday. The stock has a 50-day simple moving average of $98.82 and a 200 day simple moving average of $98.37. The company has a market capitalization of $129.88 billion, a PE ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.