iShares Core U.S. Aggregate Bond ETF $AGG Stake Cut by Navigate Wealth Management LLC

Navigate Wealth Management LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 75,148 shares of the company’s stock after selling 5,930 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 4.3% of Navigate Wealth Management LLC’s holdings, making the stock its 6th biggest position. Navigate Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,108,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Main Street Group LTD acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $30,000. Investors Research Corp boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 73.4% in the second quarter. Investors Research Corp now owns 352 shares of the company’s stock valued at $35,000 after buying an additional 149 shares in the last quarter. Signature Equity Partners LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 182.9% in the first quarter. Signature Equity Partners LLC now owns 413 shares of the company’s stock valued at $41,000 after buying an additional 267 shares in the last quarter. Downshift Financial LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 306.9% during the third quarter. Downshift Financial LLC now owns 415 shares of the company’s stock worth $39,000 after acquiring an additional 313 shares during the period. Finally, Steph & Co. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth $40,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

AGG stock traded up $0.06 on Wednesday, reaching $94.77. 8,052,943 shares of the company’s stock were exchanged, compared to its average volume of 9,510,489. The stock has a fifty day moving average of $96.30 and a 200-day moving average of $97.83. The firm has a market cap of $137.39 billion, a PE ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.83 and a twelve month high of $101.46.

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.