Lionsbridge Wealth Management LLC Has $7.61 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lionsbridge Wealth Management LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.8% in the second quarter, HoldingsChannel reports. The institutional investor owned 78,373 shares of the company’s stock after selling 626 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 6.1% of Lionsbridge Wealth Management LLC’s holdings, making the stock its 3rd largest holding. Lionsbridge Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,608,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Harbor Investment Advisory LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 272.0% during the fourth quarter. Harbor Investment Advisory LLC now owns 3,467 shares of the company’s stock valued at $344,000 after buying an additional 2,535 shares during the last quarter. Kanawha Capital Management LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $463,000. Meitav Investment House Ltd. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.7% during the 4th quarter. Meitav Investment House Ltd. now owns 3,613 shares of the company’s stock worth $358,000 after acquiring an additional 227 shares in the last quarter. Tennessee Valley Asset Management Partners boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 89.9% during the 4th quarter. Tennessee Valley Asset Management Partners now owns 7,436 shares of the company’s stock valued at $738,000 after acquiring an additional 3,521 shares during the last quarter. Finally, Clarius Group LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 404.7% in the fourth quarter. Clarius Group LLC now owns 32,485 shares of the company’s stock valued at $3,224,000 after purchasing an additional 26,049 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

AGG traded up $0.17 during trading hours on Monday, hitting $99.72. The company’s stock had a trading volume of 7,300,411 shares, compared to its average volume of 8,129,181. The business’s 50-day moving average price is $98.01 and its 200-day moving average price is $97.31. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $100.89.

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.