Quotient Wealth Partners LLC Sells 441,305 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Quotient Wealth Partners LLC lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 19.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,880,132 shares of the company’s stock after selling 441,305 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 4.9% of Quotient Wealth Partners LLC’s portfolio, making the stock its 7th biggest position. Quotient Wealth Partners LLC owned about 0.14% of iShares Core U.S. Aggregate Bond ETF worth $186,641,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Curated Wealth Partners LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $3,913,000. NBC Securities Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 30.1% in the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after buying an additional 13,724 shares in the last quarter. CPR Investments Inc. grew its position in 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 acquiring an additional 36,256 shares during the last quarter. Capital Asset Advisory Services LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 8.7% in the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after acquiring an additional 141,584 shares during the last quarter. Finally, Bright Financial Advisors Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 7.1% in the third quarter. Bright Financial Advisors Inc. now owns 353,529 shares of the company’s stock valued at $35,441,000 after acquiring an additional 23,511 shares during the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $98.90 on Friday. The company has a market cap of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46. The stock has a 50-day moving average price of $98.90 and a two-hundred day moving average price of $99.61.

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.