Ameliora Wealth Management Ltd. Sells 75,501 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Ameliora Wealth Management Ltd. trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 53.8% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 64,790 shares of the company’s stock after selling 75,501 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 2.1% of Ameliora Wealth Management Ltd.’s portfolio, making the stock its 12th biggest position. Ameliora Wealth Management Ltd.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,432,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Kampmann Melissa S. raised its holdings in shares of 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 in the last quarter. Stephens Consulting LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 9.4% in the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after acquiring an additional 111 shares during the period. Hoge Financial Services LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after acquiring an additional 111 shares in the last quarter. Retirement Planning Group LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% during the 4th quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock worth $663,000 after acquiring an additional 114 shares in the last quarter. Finally, Berkeley Capital Partners LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1.8% during the 4th quarter. Berkeley Capital Partners LLC now owns 6,354 shares of the company’s stock valued at $635,000 after purchasing an additional 115 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $99.37 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.51 and a one year high of $101.46. The firm has a market cap of $135.77 billion, a P/E ratio of 124.57 and a beta of 0.25. The firm has a 50-day simple moving average of $98.85 and a 200-day simple moving average of $99.57.

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.