Balanced Wealth Group LLC Reduces Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Balanced Wealth Group LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 63.4% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,284 shares of the company’s stock after selling 10,900 shares during the quarter. Balanced Wealth Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $605,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of AGG. First Community Trust NA purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $25,000. Vima LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $27,000. Lynx Investment Advisory acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $28,000. Atlas Capital Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth $29,000. Finally, Elevate Wealth Advisory Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $31,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %

AGG opened at $101.49 on Friday. The business’s fifty day simple moving average is $100.01 and its 200 day simple moving average is $97.96. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 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.