Fourth Dimension Wealth LLC Has $45,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Fourth Dimension Wealth LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 23.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 453 shares of the company’s stock after selling 141 shares during the period. Fourth Dimension Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $45,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of AGG. Prevail Innovative Wealth Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 32.1% during the 4th quarter. Prevail Innovative Wealth Advisors LLC now owns 17,314 shares of the company’s stock worth $1,678,000 after acquiring an additional 4,207 shares during the period. Diversified Enterprises LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% during the fourth quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after purchasing an additional 7,526 shares in the last quarter. WealthTrust Asset Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.3% during the fourth quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock worth $5,762,000 after purchasing an additional 198 shares in the last quarter. Howe & Rusling Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 96.9% during the fourth quarter. Howe & Rusling Inc. now owns 8,691 shares of the company’s stock worth $842,000 after purchasing an additional 4,277 shares in the last quarter. Finally, Invesco Ltd. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $9,181,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%

Shares of NYSEARCA AGG opened at $98.42 on Tuesday. The company’s fifty day moving average is $97.83 and its 200-day moving average is $97.76. The stock has a market cap of $124.99 billion, a price-to-earnings ratio of 124.57 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $102.04.

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.