SVB Wealth LLC Sells 84,418 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

SVB Wealth LLC reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 18.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 370,967 shares of the company’s stock after selling 84,418 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 2.2% of SVB Wealth LLC’s portfolio, making the stock its 9th biggest holding. SVB Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $37,052,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. CENTRAL TRUST Co lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 62.1% in the third quarter. CENTRAL TRUST Co now owns 22,762 shares of the company’s stock valued at $2,282,000 after buying an additional 8,723 shares during the period. CVA Family Office LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% in the third quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock valued at $11,414,000 after buying an additional 8,593 shares during the period. Alliance Wealth Management Group lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 28.0% in the third quarter. Alliance Wealth Management Group now owns 141,995 shares of the company’s stock valued at $14,235,000 after buying an additional 31,026 shares during the period. Baron Silver Stevens Financial Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.2% in the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 373,584 shares of the company’s stock valued at $37,452,000 after buying an additional 14,935 shares during the period. Finally, CPR Investments Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% in the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after buying an additional 36,256 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $99.18 on Monday. The firm has a 50-day simple moving average of $99.55 and a 200 day simple moving average of $100.04. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.66 and a twelve month high of $101.46. The stock has a market cap of $135.51 billion, a PE ratio of 124.57 and a beta of 0.26.

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.