BKM Wealth Management LLC Has $637,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

BKM Wealth Management LLC lowered its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 60.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,575 shares of the company’s stock after selling 9,893 shares during the quarter. BKM Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $637,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $26,000. ST Germain D J Co. Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after acquiring an additional 255 shares during the period. Newbridge Financial Services Group Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $33,000. Stonebridge Financial Group LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $43,000. Finally, Bank of New Hampshire boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% during the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after acquiring an additional 190 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4 %

Shares of NYSEARCA AGG opened at $97.70 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The stock has a 50 day moving average of $97.17 and a 200-day moving average of $98.82.

About iShares Core U.S. Aggregate Bond ETF

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.