Shepherd Financial Partners LLC Has $1.08 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Shepherd Financial Partners LLC decreased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,653 shares of the company’s stock after selling 553 shares during the period. Shepherd Financial Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,079,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Oliver Lagore Vanvalin Investment Group raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during 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. lifted its position 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 valued at $28,000 after purchasing an additional 255 shares during the period. Lynx Investment Advisory bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at about $28,000. Wagner Wealth Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares during the period. Finally, LRI Investments LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $34,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3 %

NYSEARCA AGG traded down $0.25 during trading hours on Friday, hitting $97.86. The company’s stock had a trading volume of 2,638,242 shares, compared to its average volume of 7,968,495. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.37 and a twelve month high of $102.04. The stock has a fifty day moving average of $100.36 and a 200 day moving average of $98.47.

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.