Wealth Dimensions Group Ltd. cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 23.5% in the second quarter, HoldingsChannel reports. The institutional investor owned 14,417 shares of the company’s stock after selling 4,425 shares during the quarter. Wealth Dimensions Group Ltd.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,399,000 as of its most recent SEC filing.
Several other institutional investors have also recently modified their holdings of AGG. First Community Trust NA acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at approximately $25,000. Vima LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $27,000. Lynx Investment Advisory purchased a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth approximately $28,000. Atlas Capital Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $29,000. Finally, Elevate Wealth Advisory Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $31,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.2 %
NYSEARCA AGG opened at $101.74 on Monday. The firm’s 50-day moving average is $99.63 and its two-hundred day moving average is $97.82. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $101.85.
About iShares Core U.S. Aggregate Bond ETF
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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Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).
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