Boyd Wealth Management LLC Sells 5,726 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Boyd Wealth Management LLC lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 28.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,362 shares of the company’s stock after selling 5,726 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 0.6% of Boyd Wealth Management LLC’s investment portfolio, making the stock its 23rd largest position. Boyd Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,435,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also modified their holdings of AGG. Valley National Advisers Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after buying an additional 200 shares during the period. North Ridge Wealth Advisors Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $29,000. Wiser Advisor Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $29,000. Collier Financial bought a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $31,000. Finally, JCIC Asset Management Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $32,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $99.61 on Thursday. The stock has a fifty day moving average price of $99.87 and a two-hundred day moving average price of $100.12. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.66 and a 52-week high of $101.46. The company has a market cap of $136.07 billion, a price-to-earnings ratio of 124.57 and a beta of 0.27.

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.