Presidio Capital Management LLC trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 21.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,900 shares of the company’s stock after selling 2,763 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 0.6% of Presidio Capital Management LLC’s investment portfolio, making the stock its 22nd biggest position. Presidio Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,003,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds have also modified their holdings of the company. WMS Partners LLC increased its position in 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 worth $9,475,000 after purchasing an additional 901 shares during the period. FineMark National Bank & Trust raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% during the second quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock worth $1,423,000 after buying an additional 108 shares during the last quarter. Spectrum Investment Advisors Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 24.1% in the second quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock valued at $4,540,000 after buying an additional 9,087 shares during the period. AE Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 48.7% in the second quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock valued at $14,752,000 after buying an additional 49,761 shares during the period. Finally, Heritage Wealth Management Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $2,097,000. 83.63% of the stock is owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.8 %
Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.33 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $93.53 and a 12 month high of $102.04. The business has a fifty day simple moving average of $100.14 and a 200 day simple moving average of $98.56.
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.
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