SWP Financial LLC Sells 121 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

SWP Financial LLC lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,687 shares of the company’s stock after selling 121 shares during the period. SWP Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $357,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of AGG. Mesirow Financial Investment Management Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after buying an additional 104 shares during the period. Howe & Rusling Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 2.4% in the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after purchasing an additional 105 shares during the period. Cornerstone Wealth Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 2.1% in the third quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after purchasing an additional 109 shares in the last quarter. Braun Bostich & Associates Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares during the period. Finally, Heritage Wealth Management Inc. CA boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% during the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock worth $1,763,000 after purchasing an additional 116 shares in the last quarter. 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 iShares Core U.S. Aggregate Bond ETF stock opened at $97.01 on Monday. The business has a 50-day simple moving average of $97.50 and a 200 day simple moving average of $98.89. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year 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.