Steel Grove Capital Advisors LLC Cuts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Steel Grove Capital Advisors LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 35.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 25,332 shares of the company’s stock after selling 14,205 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 0.3% of Steel Grove Capital Advisors LLC’s portfolio, making the stock its 25th biggest holding. Steel Grove Capital Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,459,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Brio Consultants LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $218,000. Vantage Financial Partners LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 9.2% in the 4th quarter. Vantage Financial Partners LLC now owns 335,320 shares of the company’s stock worth $33,281,000 after acquiring an additional 28,241 shares in the last quarter. Aveo Capital Partners LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 26.5% during the fourth quarter. Aveo Capital Partners LLC now owns 91,766 shares of the company’s stock worth $9,108,000 after acquiring an additional 19,222 shares during the period. 9258 Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.3% during the fourth quarter. 9258 Wealth Management LLC now owns 153,369 shares of the company’s stock worth $15,222,000 after acquiring an additional 6,379 shares during the period. Finally, Gryphon Financial Partners LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the fourth quarter. Gryphon Financial Partners LLC now owns 27,133 shares of the company’s stock valued at $2,693,000 after acquiring an additional 549 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $101.48 on Monday. The business’s 50 day moving average is $100.01 and its 200 day moving average is $97.97. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week high of $102.04.

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.