Middleton & Co. Inc. MA Has $315,000 Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Middleton & Co. Inc. MA lowered its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,250 shares of the company’s stock after selling 920 shares during the quarter. Middleton & Co. Inc. MA’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $315,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. WMS Partners LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% in the first quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock valued at $9,475,000 after buying an additional 901 shares during the period. Envestnet Asset Management Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 5.7% in the 4th quarter. Envestnet Asset Management Inc. now owns 40,781,811 shares of the company’s stock worth $4,047,595,000 after purchasing an additional 2,209,020 shares during the period. Quantitative Strategies Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 7.2% during the 4th quarter. Quantitative Strategies Inc. now owns 2,470 shares of the company’s stock worth $245,000 after purchasing an additional 166 shares in the last quarter. Waterloo Capital L.P. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 53.8% in the 4th quarter. Waterloo Capital L.P. now owns 93,649 shares of the company’s stock valued at $9,295,000 after purchasing an additional 32,773 shares during the period. Finally, Smith Shellnut Wilson LLC ADV lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.8% in the fourth quarter. Smith Shellnut Wilson LLC ADV now owns 58,830 shares of the company’s stock valued at $5,839,000 after purchasing an additional 2,152 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3 %

AGG stock opened at $101.56 on Thursday. The business has a 50-day moving average of $99.88 and a 200-day moving average of $97.91. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $91.58 and a fifty-two week 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.