United Asset Strategies Inc. Has $2.65 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

United Asset Strategies Inc. lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 27,305 shares of the company’s stock after selling 1,795 shares during the period. United Asset Strategies Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,646,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in 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 valued at $5,174,000 after purchasing an additional 2,624 shares during the period. Oliver Lagore Vanvalin Investment Group raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after buying an additional 158 shares in the last quarter. Ascent Group LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 13.1% in the second quarter. Ascent Group LLC now owns 207,198 shares of the company’s stock valued at $20,113,000 after buying an additional 24,074 shares during the period. Full Sail Capital LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 5.8% during the second quarter. Full Sail Capital LLC now owns 290,095 shares of the company’s stock worth $28,160,000 after buying an additional 15,915 shares in the last quarter. Finally, Creative Planning increased its stake in iShares Core U.S. Aggregate Bond ETF by 2.5% during the 2nd quarter. Creative Planning now owns 12,959,116 shares of the company’s stock worth $1,257,941,000 after acquiring an additional 318,944 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

Shares of NYSEARCA AGG opened at $97.01 on Monday. The business has a fifty day moving average price of $97.50 and a two-hundred day moving average price of $98.90. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04.

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.