Blue Barn Wealth LLC Trims Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Blue Barn Wealth LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 49.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 61,088 shares of the company’s stock after selling 59,719 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 8.9% of Blue Barn Wealth LLC’s portfolio, making the stock its 4th largest holding. Blue Barn Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,102,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Kampmann Melissa S. increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after acquiring an additional 100 shares during the last quarter. Rothschild Investment LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after buying an additional 102 shares during the period. Woodside Wealth Management LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after buying an additional 104 shares during the period. Stephens Consulting LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after buying an additional 111 shares during the period. Finally, Hoge Financial Services LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after buying an additional 111 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2%

NYSEARCA AGG opened at $98.50 on Thursday. The company has a 50-day simple moving average of $99.00 and a two-hundred day simple moving average of $99.76. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.25 and a 12-month high of $101.46. The firm has a market cap of $134.58 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.