iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Connecticut Wealth Management LLC

Connecticut Wealth Management LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 44,181 shares of the company’s stock after selling 6,389 shares during the quarter. Connecticut Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,289,000 as of its most recent SEC filing.

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

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $101.49 on Friday. 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. The stock’s fifty day moving average is $100.01 and its two-hundred day moving average is $97.96.

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.