iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Decreased by MGO Private Wealth LLC

MGO Private Wealth LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 106,941 shares of the company’s stock after selling 684 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 7.4% of MGO Private Wealth LLC’s holdings, making the stock its 3rd largest position. MGO Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,363,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Impact Capital Partners LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $4,914,000. DecisionMap Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $3,676,000. Balboa Wealth Partners boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.0% in the fourth quarter. Balboa Wealth Partners now owns 13,376 shares of the company’s stock valued at $1,296,000 after purchasing an additional 1,108 shares during the period. Wintrust Investments LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 76.4% in the fourth quarter. Wintrust Investments LLC now owns 1,741 shares of the company’s stock valued at $168,000 after purchasing an additional 754 shares during the period. Finally, Mascoma Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 5.3% in the fourth quarter. Mascoma Wealth Management LLC now owns 443,629 shares of the company’s stock worth $42,988,000 after buying an additional 22,419 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3 %

Shares of AGG stock opened at $98.18 on Thursday. The business’s fifty day simple moving average is $97.51 and its 200-day simple moving average is $98.62. The company has a market cap of $123.71 billion, a PE ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.

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.