Element Wealth LLC Has $5.75 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Element Wealth LLC cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,341 shares of the company’s stock after selling 2,764 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 3.0% of Element Wealth LLC’s portfolio, making the stock its 7th largest holding. Element Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,750,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. Professional Financial Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock worth $64,413,000 after acquiring an additional 8,242 shares in the last quarter. Fairvoy Private Wealth LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $12,479,000. Kingsview Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% in the fourth quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock worth $124,676,000 after buying an additional 339,637 shares during the period. Drucker Wealth 3.0 LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% in the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after buying an additional 340 shares during the period. Finally, World Investment Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock worth $32,037,000 after buying an additional 304,467 shares during the period. 83.63% of the stock is owned by institutional investors.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.02 on Friday. The business has a fifty day simple moving average of $97.08 and a 200-day simple moving average of $98.75. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04.

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.