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

Perigon Wealth Management LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 247,246 shares of the company’s stock after selling 43,464 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 0.6% of Perigon Wealth Management LLC’s holdings, making the stock its 29th biggest position. Perigon Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $23,963,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of AGG. KFA Private Wealth Group LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 206.1% in the fourth quarter. KFA Private Wealth Group LLC now owns 32,268 shares of the company’s stock valued at $3,127,000 after purchasing an additional 21,728 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after buying an additional 3,044 shares during the period. Charter Oak Capital Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 7.8% in the fourth quarter. Charter Oak Capital Management LLC now owns 1,623,500 shares of the company’s stock valued at $157,317,000 after purchasing an additional 118,128 shares during the period. Pacific Capital Wealth Advisors Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the 4th quarter. Pacific Capital Wealth Advisors Inc. now owns 52,469 shares of the company’s stock worth $5,084,000 after buying an additional 2,200 shares during the last quarter. Finally, Joseph P. Lucia & Associates LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 15.4% in the 4th quarter. Joseph P. Lucia & Associates LLC now owns 39,443 shares of the company’s stock worth $3,822,000 after purchasing an additional 5,254 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.6 %

Shares of NYSEARCA AGG opened at $97.55 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The stock has a fifty day moving average price of $97.50 and a 200 day moving average price of $98.90.

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.