BSW Wealth Partners Sells 5,795 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

BSW Wealth Partners trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 66.4% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,932 shares of the company’s stock after selling 5,795 shares during the period. BSW Wealth Partners’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $297,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group grew its position in iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after buying an additional 158 shares during the period. Lynx Investment Advisory purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth $28,000. ST Germain D J Co. Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares during the period. Wagner Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares in the last quarter. Finally, LRI Investments LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the first quarter valued at about $33,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.7 %

NYSEARCA AGG opened at $97.72 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $93.37 and a 52 week high of $102.04. The stock’s 50-day moving average price is $100.30 and its 200-day moving average price is $98.53.

iShares Core U.S. Aggregate Bond ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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