Independent Solutions Wealth Management LLC Sells 3,110 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Independent Solutions Wealth Management LLC cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.1% during the 3rd quarter, Holdings Channel.com reports. The fund owned 148,016 shares of the company’s stock after selling 3,110 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 3.4% of Independent Solutions Wealth Management LLC’s portfolio, making the stock its 5th biggest position. Independent Solutions Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,990,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Ironwood Wealth Management LLC. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.2% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock worth $5,174,000 after buying an additional 2,624 shares during the period. Diversified LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,990.5% in the second quarter. Diversified LLC now owns 111,800 shares of the company’s stock worth $10,852,000 after acquiring an additional 106,452 shares during the period. Bowman & Co S.C. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in the second quarter. Bowman & Co S.C. now owns 209,564 shares of the company’s stock valued at $20,343,000 after purchasing an additional 3,464 shares in the last quarter. Charter Oak Capital Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the 2nd quarter. Charter Oak Capital Management LLC now owns 1,415,964 shares of the company’s stock valued at $137,448,000 after purchasing an additional 21,823 shares during the period. Finally, Premier Path Wealth Partners LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 68.2% during the 2nd quarter. Premier Path Wealth Partners LLC now owns 4,990 shares of the company’s stock worth $484,000 after purchasing an additional 2,023 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock traded down $0.20 during midday trading on Thursday, reaching $96.75. 7,337,728 shares of the stock were exchanged, compared to its average volume of 8,158,778. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The company’s fifty day moving average is $98.52 and its 200-day moving average is $99.01.

About iShares Core U.S. Aggregate Bond ETF

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.