SlateStone Wealth LLC Has $2.60 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

SlateStone Wealth LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.1% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 26,215 shares of the company’s stock after selling 2,300 shares during the period. SlateStone Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,602,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. First Pacific Financial bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $25,000. Cetera Trust Company N.A bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $28,000. Arlington Trust Co LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $33,000. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $35,000. Finally, Keener Financial Planning LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $35,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3 %

Shares of AGG stock traded down $0.26 during trading hours on Wednesday, reaching $95.38. The company had a trading volume of 276,454 shares, compared to its average volume of 9,207,662. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $100.42. The business has a fifty day simple moving average of $97.01 and a 200-day simple moving average of $96.64.

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.