Cypress Wealth Services LLC Reduces Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cypress Wealth Services LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 34.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,440 shares of the company’s stock after selling 2,366 shares during the quarter. Cypress Wealth Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $430,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Omega Financial Group LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 18.8% in the 4th quarter. Omega Financial Group LLC now owns 160,259 shares of the company’s stock worth $15,529,000 after purchasing an additional 25,322 shares during the period. JGP Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 65.4% during the fourth quarter. JGP Wealth Management LLC now owns 21,267 shares of the company’s stock valued at $2,061,000 after buying an additional 8,407 shares during the last quarter. Ritholtz Wealth Management raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% in the fourth quarter. Ritholtz Wealth Management now owns 917,718 shares of the company’s stock worth $88,927,000 after buying an additional 30,710 shares during the period. SignalPoint Asset Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 94.0% during the 4th quarter. SignalPoint Asset Management LLC now owns 3,944 shares of the company’s stock worth $382,000 after acquiring an additional 1,911 shares during the last quarter. Finally, Freestate Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.5% during the 4th quarter. Freestate Advisors LLC now owns 88,822 shares of the company’s stock valued at $8,607,000 after acquiring an additional 4,642 shares during the period. Institutional investors own 83.63% of the company’s stock.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The stock’s fifty day moving average is $97.64 and its two-hundred day moving average is $98.90.

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.