Warner Financial Inc. Trims Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Warner Financial Inc. lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,562 shares of the company’s stock after selling 357 shares during the quarter. Warner Financial Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $636,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Ironwood Wealth Management LLC. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 5.2% in the second quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock worth $5,174,000 after acquiring an additional 2,624 shares during the period. Magnolia Capital Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $1,845,000. Silver Lake Advisory LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $594,000. Kampmann Melissa S. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 12.3% during the second quarter. Kampmann Melissa S. now owns 9,778 shares of the company’s stock valued at $949,000 after purchasing an additional 1,070 shares in the last quarter. Finally, Newport Capital Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $3,932,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $97.55 on Tuesday. The business has a fifty day moving average of $97.50 and a two-hundred day moving average of $98.90. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04.

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.