AE Wealth Management LLC Sells 11,186 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

AE Wealth Management LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 78,116 shares of the company’s stock after selling 11,186 shares during the period. AE Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,749,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Briaud Financial Planning Inc purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $25,000. MTM Investment Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter worth $37,000. AlphaCore Capital LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter worth $40,000. Atlas Capital Advisors Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 66.7% during the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock valued at $49,000 after buying an additional 200 shares during the period. Finally, MJT & Associates Financial Advisory Group Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $56,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $100.20 on Monday. The firm’s 50-day moving average price is $100.39 and its 200-day moving average price is $99.06. The company has a market capitalization of $134.84 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 $95.74 and a 1-year high of $101.35.

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.