Lyell Wealth Management LP Lowers Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lyell Wealth Management LP trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,835 shares of the company’s stock after selling 180 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $275,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Kozak & Associates Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. Newbridge Financial Services Group Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $33,000. Bank of Jackson Hole Trust purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $35,000. Stonebridge Financial Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $43,000. Finally, Bank of New Hampshire boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after buying an additional 190 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

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

Shares of AGG opened at $97.45 on Thursday. The stock has a 50-day simple moving average of $97.09 and a 200-day simple moving average of $98.78. 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 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.