iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Tanager Wealth Management LLP

Tanager Wealth Management LLP cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 227,275 shares of the company’s stock after selling 25,294 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 2.0% of Tanager Wealth Management LLP’s portfolio, making the stock its 15th biggest position. Tanager Wealth Management LLP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,496,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Clearstead Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% in the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock valued at $21,688,000 after purchasing an additional 39,415 shares in the last quarter. Prentice Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.7% during the first quarter. Prentice Wealth Management LLC now owns 651,758 shares of the company’s stock worth $64,700,000 after purchasing an additional 46,515 shares in the last quarter. Moneywise Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $800,000. Center for Financial Planning Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 3.2% in the fourth quarter. Center for Financial Planning Inc. now owns 1,030,946 shares of the company’s stock valued at $102,971,000 after buying an additional 31,935 shares during the last quarter. Finally, Stone Wealth Partners acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $5,065,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $97.00 on Monday. The company has a market capitalization of $136.88 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The business has a 50-day moving average of $97.75 and a two-hundred day moving average of $98.75. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.72 and a 1 year high of $101.46.

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.