iShares Core U.S. Aggregate Bond ETF $AGG Position Trimmed by Money Concepts Capital Corp

Money Concepts Capital Corp lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 125,064 shares of the company’s stock after selling 22,979 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 0.7% of Money Concepts Capital Corp’s investment portfolio, making the stock its 24th largest holding. Money Concepts Capital Corp’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,491,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of AGG. Brighton Jones LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% during 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 in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after buying an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $111,000. Ieq Capital LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% in the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after buying an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% in the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after buying an additional 943 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $98.92 on Tuesday. The stock has a market cap of $135.15 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The business has a 50 day simple moving average of $99.47 and a 200 day simple moving average of $100.01. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.66 and a 52 week high of $101.46.

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.