Greenup Street Wealth Management LLC Has $5.82 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Greenup Street Wealth Management LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.9% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 58,674 shares of the company’s stock after selling 4,372 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.0% of Greenup Street Wealth Management LLC’s holdings, making the stock its 21st biggest holding. Greenup Street Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,820,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Linscomb Wealth Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.4% in the first quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock valued at $6,331,000 after buying an additional 244 shares in the last quarter. Mascoma Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.1% during the first quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock valued at $46,980,000 after purchasing an additional 31,299 shares in the last quarter. Charter Capital Management LLC DE acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at about $3,459,000. Interactive Financial Advisors Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the first quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock valued at $14,282,000 after purchasing an additional 1,170 shares in the last quarter. Finally, BayBridge Capital Group LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the second quarter. BayBridge Capital Group LLC now owns 246,272 shares of the company’s stock valued at $24,430,000 after purchasing an additional 2,546 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

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

Shares of AGG stock opened at $101.13 on Tuesday. The business’s 50-day moving average price is $99.98 and its 200-day moving average price is $98.75. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.13. The firm has a market capitalization of $134.47 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12.

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.