iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Reduced by Lineweaver Wealth Advisors LLC

Lineweaver Wealth Advisors LLC trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 33.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 236,606 shares of the company’s stock after selling 121,537 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 4.2% of Lineweaver Wealth Advisors LLC’s holdings, making the stock its 5th biggest position. Lineweaver Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,936,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in AGG. Bradley & Co. Private Wealth Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $25,000. Kozak & Associates Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $26,000. Newbridge Financial Services Group Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $33,000. Bank of Jackson Hole Trust purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $35,000. Finally, Stonebridge Financial Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $43,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

NYSEARCA:AGG opened at $98.96 on Thursday. The business’s 50-day moving average is $97.14 and its 200 day moving average is $98.73. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The company has a market capitalization of $124.69 billion, a P/E ratio of 125.24 and a beta of 0.20.

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.