iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Boyd Wealth Management LLC’s 4th Largest Position

Boyd Wealth Management LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 149,404 shares of the company’s stock after selling 15,073 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 7.7% of Boyd Wealth Management LLC’s portfolio, making the stock its 4th largest holding. Boyd Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $15,130,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Oliver Lagore Vanvalin Investment Group boosted its stake 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 worth $25,000 after acquiring an additional 158 shares during the last quarter. ST Germain D J Co. Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares during the last quarter. Lynx Investment Advisory acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $28,000. Wagner Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares in the last quarter. Finally, LRI Investments LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth about $34,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %

Shares of NYSEARCA AGG opened at $98.44 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $92.23 and a 12-month high of $102.04. The company has a 50-day moving average of $100.40 and a 200 day moving average of $98.47.

iShares Core U.S. Aggregate Bond ETF 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.