iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Lionsbridge Wealth Management LLC

Lionsbridge Wealth Management LLC cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 74,460 shares of the company’s stock after selling 2,592 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 6.1% of Lionsbridge Wealth Management LLC’s investment portfolio, making the stock its largest position. Lionsbridge Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,215,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in AGG. Zhang Financial LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 37.5% in the 4th quarter. Zhang Financial LLC now owns 32,089 shares of the company’s stock worth $3,109,000 after acquiring an additional 8,752 shares during the period. MassMutual Private Wealth & Trust FSB boosted its position in iShares Core U.S. Aggregate Bond ETF by 6.5% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 19,827 shares of the company’s stock worth $1,921,000 after purchasing an additional 1,211 shares in the last quarter. Oldfather Financial Services LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 27.6% in the fourth quarter. Oldfather Financial Services LLC now owns 93,918 shares of the company’s stock valued at $9,101,000 after purchasing an additional 20,291 shares during the last quarter. Thrive Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $644,000. Finally, Scott Capital Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% during the 4th quarter. Scott Capital Advisors LLC now owns 2,770 shares of the company’s stock worth $265,000 after buying an additional 217 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $96.92 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The firm’s 50-day simple moving average is $97.58 and its 200 day simple moving average is $98.91.

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.