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

Matrix Trust Co lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.9% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 234,965 shares of the company’s stock after selling 4,445 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 4.0% of Matrix Trust Co’s holdings, making the stock its 10th biggest position. Matrix Trust Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,768,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Aprio Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 53.0% during the 4th quarter. Aprio Wealth Management LLC now owns 9,451 shares of the company’s stock worth $916,000 after acquiring an additional 3,273 shares during the last quarter. Graypoint LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 21.0% during the fourth quarter. Graypoint LLC now owns 45,658 shares of the company’s stock valued at $4,424,000 after purchasing an additional 7,913 shares in the last quarter. Lowe Wealth Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 675.4% in the fourth quarter. Lowe Wealth Advisors LLC now owns 1,101 shares of the company’s stock worth $107,000 after buying an additional 959 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.8% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock worth $1,321,453,000 after acquiring an additional 230,711 shares in the last quarter. Finally, Avondale Wealth Management raised its stake in iShares Core U.S. Aggregate Bond ETF by 7.5% during the 4th quarter. Avondale Wealth Management now owns 78,999 shares of the company’s stock worth $7,655,000 after acquiring an additional 5,480 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.6 %

AGG opened at $95.94 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The company has a 50 day simple moving average of $97.75 and a two-hundred day simple moving average of $98.94.

iShares Core U.S. Aggregate Bond ETF Company 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.