MTC Wealth Management LLC decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 448,617 shares of the company’s stock after selling 2,157 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 20.9% of MTC Wealth Management LLC’s investment portfolio, making the stock its largest position. MTC Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $43,471,000 as of its most recent SEC filing.
A number of other hedge funds also recently bought and sold shares of the business. P E Global LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 8.3% in the 4th quarter. P E Global LLC now owns 463,274 shares of the company’s stock valued at $44,891,000 after acquiring an additional 35,589 shares during the last quarter. Valeo Financial Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the 4th quarter. Valeo Financial Advisors LLC now owns 60,172 shares of the company’s stock valued at $5,831,000 after buying an additional 2,561 shares during the period. Blue Trust Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.2% in the 4th quarter. Blue Trust Inc. now owns 2,250,666 shares of the company’s stock valued at $218,090,000 after buying an additional 91,287 shares during the period. Campbell Wealth Management grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.4% in the 4th quarter. Campbell Wealth Management now owns 1,371,949 shares of the company’s stock valued at $132,942,000 after buying an additional 70,335 shares during the period. Finally, Vicus Capital grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.3% in the 4th quarter. Vicus Capital now owns 420,328 shares of the company’s stock valued at $40,730,000 after buying an additional 17,519 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Price Performance
iShares Core U.S. Aggregate Bond ETF stock opened at $97.70 on Friday. The firm has a 50 day simple moving average of $97.21 and a 200-day simple moving average of $98.82. 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.
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