Kingdom Financial Group LLC. trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 27.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,690 shares of the company’s stock after selling 2,152 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 0.4% of Kingdom Financial Group LLC.’s investment portfolio, making the stock its 26th largest holding. Kingdom Financial Group LLC.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $551,000 at the end of the most recent quarter.
Other large investors also recently modified their holdings of the company. Empowered Funds LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 30.7% in the third quarter. Empowered Funds LLC now owns 23,745 shares of the company’s stock valued at $2,397,000 after buying an additional 5,581 shares in the last quarter. Spectrum Investment Advisors Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% during the third quarter. Spectrum Investment Advisors Inc. now owns 48,637 shares of the company’s stock worth $4,925,000 after acquiring an additional 1,870 shares during the period. Vawter Financial Ltd. lifted its position in iShares Core U.S. Aggregate Bond ETF by 30.7% in the 3rd quarter. Vawter Financial Ltd. now owns 14,378 shares of the company’s stock valued at $1,456,000 after acquiring an additional 3,377 shares in the last quarter. TSA Wealth Managment LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 4.7% in the 3rd quarter. TSA Wealth Managment LLC now owns 15,821 shares of the company’s stock worth $1,602,000 after purchasing an additional 713 shares during the period. Finally, Paragon Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth $1,069,000. 83.63% of the stock is currently owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Price Performance
AGG opened at $98.28 on Friday. The company has a market capitalization of $124.82 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22. The business’s 50-day moving average price is $97.58 and its two-hundred day moving average price is $98.59. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year 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.
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