Shepherd Financial Partners LLC Has $792,000 Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Shepherd Financial Partners LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 23.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 8,171 shares of the company’s stock after selling 2,482 shares during the quarter. Shepherd Financial Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $792,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Mesirow Financial Investment Management Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after acquiring an additional 104 shares during the last quarter. Howe & Rusling Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after purchasing an additional 105 shares during the period. Cornerstone Wealth Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% in the third quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after purchasing an additional 109 shares during the period. Braun Bostich & Associates Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after buying an additional 109 shares during the last quarter. Finally, Heritage Wealth Management Inc. CA boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% during the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock worth $1,763,000 after buying an additional 116 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $97.46 on Friday. The company’s 50-day moving average price is $97.38 and its two-hundred day moving average price is $98.85. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month 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.