iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Legacy Private Trust Co.’s 10th Largest Position

Legacy Private Trust Co. cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 307,615 shares of the company’s stock after selling 7,278 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.0% of Legacy Private Trust Co.’s holdings, making the stock its 10th biggest holding. Legacy Private Trust Co.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $29,808,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Ironwood Wealth Management LLC. increased its position in iShares Core U.S. Aggregate Bond ETF by 5.2% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock valued at $5,174,000 after buying an additional 2,624 shares in the last quarter. Sachetta LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 13.1% in the 2nd quarter. Sachetta LLC now owns 2,893 shares of the company’s stock worth $285,000 after purchasing an additional 336 shares during the last quarter. Beam Wealth Advisors Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $1,203,000. Discipline Wealth Solutions LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $550,000. Finally, Truefg LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 2.9% in the second quarter. Truefg LLC now owns 5,591 shares of the company’s stock worth $543,000 after buying an additional 155 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

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

Shares of NYSEARCA AGG traded up $0.11 during midday trading on Wednesday, hitting $96.48. The stock had a trading volume of 7,444,327 shares, compared to its average volume of 7,344,896. The business’s 50 day moving average is $97.87 and its 200-day moving average is $98.97. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week 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.