Legacy Wealth Partners LLC Reduces Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Legacy Wealth Partners LLC cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 481,289 shares of the company’s stock after selling 21,551 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 12.0% of Legacy Wealth Partners LLC’s holdings, making the stock its biggest holding. Legacy Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $47,778,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. NBC Securities Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 30.1% during 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 during the period. Curated Wealth Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $3,913,000. CPR Investments Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 205.1% during the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after buying an additional 36,256 shares during the period. Capital Asset Advisory Services LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 8.7% during the 4th 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 in the last quarter. Finally, Bright Financial Advisors Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 7.1% during the 3rd 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 in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of NYSEARCA:AGG opened at $98.71 on Wednesday. The company has a market capitalization of $134.87 billion, a PE 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 business’s fifty day simple moving average is $98.87 and its 200-day simple moving average is $99.59.

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.