Arcadia Wealth Management LLC decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 40.2% in the 1st quarter, HoldingsChannel reports. The fund owned 28,624 shares of the company’s stock after selling 19,269 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.0% of Arcadia Wealth Management LLC’s investment portfolio, making the stock its 21st biggest holding. Arcadia Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,841,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after buying an additional 3,044 shares during the last quarter. Russell Investments Group Ltd. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $111,000. Ieq Capital LLC boosted its position 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 worth $4,700,000 after buying an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP boosted its position 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 worth $1,331,000 after buying an additional 943 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 Performance
Shares of NYSEARCA AGG opened at $98.61 on Friday. The stock has a market cap of $138.36 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The company’s 50-day moving average price is $98.76 and its 200 day moving average price is $99.53.
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.
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