Beacon Financial Group Decreases Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Beacon Financial Group cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 21.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,886 shares of the company’s stock after selling 1,035 shares during the quarter. Beacon Financial Group’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $377,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in AGG. Kozak & Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $26,000. ST Germain D J Co. Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after acquiring an additional 255 shares during the period. Newbridge Financial Services Group Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $33,000. Stonebridge Financial Group LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $43,000. Finally, Bank of New Hampshire boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after acquiring an additional 190 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.5 %

NYSEARCA:AGG opened at $96.76 on Thursday. The business’s fifty day moving average is $97.29 and its 200 day moving average is $98.85. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

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.