iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Dakota Wealth Management

Dakota Wealth Management lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 61.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 158,047 shares of the company’s stock after selling 255,124 shares during the quarter. Dakota Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $15,786,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Cultivar Capital Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 3.3% in the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after purchasing an additional 7,750 shares during the period. Ellenbecker Investment Group grew its stake in iShares Core U.S. Aggregate Bond ETF by 8.5% during the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after purchasing an additional 50,564 shares in the last quarter. CX Institutional increased its holdings in iShares Core U.S. Aggregate Bond ETF by 205.4% during the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock worth $15,788,000 after purchasing an additional 105,924 shares during the period. Fulton Breakefield Broenniman LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.9% during the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after purchasing an additional 7,345 shares during the period. Finally, CVA Family Office LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 8.2% in the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock valued at $11,414,000 after purchasing an additional 8,593 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 AGG opened at $98.55 on Friday. The stock has a 50-day simple moving average of $100.12 and a 200-day simple moving average of $100.25. The stock has a market capitalization of $136.20 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46.

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.