iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Tanager Wealth Management LLP

Tanager Wealth Management LLP lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 227,275 shares of the company’s stock after selling 25,294 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.0% of Tanager Wealth Management LLP’s portfolio, making the stock its 15th largest position. Tanager Wealth Management LLP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,496,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in AGG. Ameritas Advisory Services LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 944.8% in the 2nd quarter. Ameritas Advisory Services LLC now owns 73,599 shares of the company’s stock valued at $7,285,000 after purchasing an additional 66,555 shares during the last quarter. Guardian Wealth Advisors LLC NC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 23.6% during the 2nd quarter. Guardian Wealth Advisors LLC NC now owns 5,482 shares of the company’s stock worth $543,000 after purchasing an additional 1,048 shares during the last quarter. Kintra Wealth LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 105.9% during the 2nd quarter. Kintra Wealth LLC now owns 160,451 shares of the company’s stock worth $15,674,000 after purchasing an additional 82,536 shares during the last quarter. Sovereign Investment Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 2nd quarter. Sovereign Investment Advisors LLC now owns 70,318 shares of the company’s stock valued at $6,960,000 after buying an additional 700 shares during the period. Finally, Operose Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 193.5% in the 2nd quarter. Operose Advisors LLC now owns 2,847 shares of the company’s stock valued at $282,000 after buying an additional 1,877 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $97.00 on Monday. The stock has a market capitalization of $136.88 billion, a P/E ratio of 124.57 and a beta of 0.25. The firm’s 50-day moving average is $97.75 and its two-hundred day moving average is $98.75. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.72 and a 12 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.