SWP Financial LLC Has $357,000 Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

SWP Financial LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 3,687 shares of the company’s stock after selling 121 shares during the period. SWP Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $357,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Wagner Wealth Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares in the last quarter. Drucker Wealth 3.0 LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% during the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after buying an additional 340 shares in the last quarter. World Investment Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock worth $32,037,000 after buying an additional 304,467 shares during the last quarter. Heritage Wealth Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $2,097,000. Finally, High Net Worth Advisory Group LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 10.6% during the third quarter. High Net Worth Advisory Group LLC now owns 135,381 shares of the company’s stock valued at $13,710,000 after acquiring an additional 12,947 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $97.01 on Monday. The stock’s fifty day simple moving average is $97.50 and its two-hundred day simple moving average is $98.89. 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.