Triumph Capital Management Sells 3,408 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Triumph Capital Management cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 29.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,344 shares of the company’s stock after selling 3,408 shares during the period. Triumph Capital Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $809,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Braun Bostich & Associates Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after purchasing an additional 109 shares during the period. Wealth Advisors of Tampa Bay LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.9% in the fourth quarter. Wealth Advisors of Tampa Bay LLC now owns 2,397 shares of the company’s stock worth $232,000 after purchasing an additional 112 shares during the period. Vestia Personal Wealth Advisors boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% in the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after purchasing an additional 121 shares during the period. Mount Yale Investment Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% in the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock worth $799,000 after purchasing an additional 122 shares during the period. Finally, Summit Financial Strategies Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% in the fourth quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock worth $599,000 after purchasing an additional 123 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $97.66 on Friday. The company has a 50 day simple moving average of $98.15 and a two-hundred day simple moving average of $97.87. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.63 and a 1-year high of $102.04. The firm has a market cap of $123.05 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.