Triad Wealth Partners LLC Sells 1,359 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Triad Wealth Partners LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,610 shares of the company’s stock after selling 1,359 shares during the period. Triad Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,541,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Jones Financial Companies Lllp boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% during the 1st quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock worth $13,686,743,000 after buying an additional 9,678,339 shares during the period. Raymond James Financial Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the 1st quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock worth $8,041,669,000 after buying an additional 3,421,606 shares during the period. Betterment LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 10.0% during the 1st quarter. Betterment LLC now owns 21,876,462 shares of the company’s stock worth $2,164,020,000 after buying an additional 1,983,074 shares during the period. Goldman Sachs Group Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock worth $2,086,731,000 after buying an additional 2,567,446 shares during the period. Finally, Northern Trust Corp boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 14.4% during the 1st quarter. Northern Trust Corp now owns 16,884,474 shares of the company’s stock worth $1,670,212,000 after buying an additional 2,120,169 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $100.29 on Friday. The company has a market capitalization of $130.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The company has a 50-day simple moving average of $99.59 and a 200 day simple moving average of $98.61. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $101.02.

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.