1900 Wealth Management LLC Sells 319 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

1900 Wealth Management LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,247 shares of the company’s stock after selling 319 shares during the quarter. 1900 Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $218,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Daymark Wealth Partners LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.7% during the third quarter. Daymark Wealth Partners LLC now owns 23,492 shares of the company’s stock worth $2,379,000 after acquiring an additional 621 shares during the last quarter. Evensky & Katz LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 8.4% during the 3rd quarter. Evensky & Katz LLC now owns 104,167 shares of the company’s stock worth $10,549,000 after purchasing an additional 8,101 shares during the last quarter. CWM LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 20.0% during the 3rd quarter. CWM LLC now owns 631,046 shares of the company’s stock valued at $63,906,000 after purchasing an additional 105,388 shares during the period. Marcum Wealth LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.9% in the 3rd quarter. Marcum Wealth LLC now owns 165,605 shares of the company’s stock valued at $16,771,000 after purchasing an additional 7,756 shares during the last quarter. Finally, Sanibel Captiva Trust Company Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 14.5% during the 3rd quarter. Sanibel Captiva Trust Company Inc. now owns 144,864 shares of the company’s stock worth $14,670,000 after buying an additional 18,320 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $97.77 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The firm has a 50 day simple moving average of $97.40 and a 200 day simple moving average of $98.86.

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.