MGO Private Wealth LLC Sells 7,641 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

MGO Private Wealth LLC lowered its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 98,150 shares of the company’s stock after selling 7,641 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 6.2% of MGO Private Wealth LLC’s investment portfolio, making the stock its 3rd largest holding. MGO Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,736,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after acquiring an additional 7,030 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after purchasing an additional 3,044 shares during the last quarter. GAMMA Investing LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth $842,000. Curat Global LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $133,000. Finally, Magnus Financial Group LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 45.3% in the 1st quarter. Magnus Financial Group LLC now owns 3,943 shares of the company’s stock valued at $390,000 after buying an additional 1,229 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 Stock Performance

AGG stock opened at $100.18 on Friday. The stock has a market capitalization of $132.01 billion, a PE ratio of 124.57 and a beta of 0.12. The company has a fifty day moving average of $99.62 and a 200-day moving average of $98.62. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.02.

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.