Legacy Capital Wealth Partners LLC Sells 3,080 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Legacy Capital Wealth Partners LLC trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 55.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,434 shares of the company’s stock after selling 3,080 shares during the period. Legacy Capital Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $236,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in the stock. Kozak & Associates Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. ST Germain D J Co. Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after acquiring an additional 255 shares during the last quarter. Newbridge Financial Services Group Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $33,000. Stonebridge Financial Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $43,000. Finally, Bank of New Hampshire lifted its stake in iShares Core U.S. Aggregate Bond ETF by 71.7% during the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after purchasing an additional 190 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 0.4 %

Shares of AGG opened at $97.70 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The business’s fifty day moving average is $97.17 and its 200-day moving average is $98.82.

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.