Cherry Tree Wealth Management LLC Sells 884 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cherry Tree Wealth Management LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 26,713 shares of the company’s stock after selling 884 shares during the quarter. Cherry Tree Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,589,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Professional Financial Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after acquiring an additional 8,242 shares in the last quarter. Fairvoy Private Wealth LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $12,479,000. Kingsview Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% during the fourth quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after purchasing an additional 339,637 shares during the last quarter. Drucker Wealth 3.0 LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% during the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after purchasing an additional 340 shares during the last quarter. Finally, World Investment Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after purchasing an additional 304,467 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4 %

AGG stock opened at $98.02 on Monday. The firm has a 50 day moving average price of $97.08 and a 200-day moving average price of $98.74. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

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.