Balboa Wealth Partners Has $1.24 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Balboa Wealth Partners lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.3% during the third quarter, HoldingsChannel reports. The fund owned 12,268 shares of the company’s stock after selling 1,254 shares during the quarter. Balboa Wealth Partners’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,242,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in AGG. WMS Partners LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 1st quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock worth $9,475,000 after purchasing an additional 901 shares in the last quarter. FineMark National Bank & Trust boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.7% in the 2nd quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock worth $1,423,000 after buying an additional 108 shares during the period. Spectrum Investment Advisors Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 24.1% in the 2nd quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock worth $4,540,000 after buying an additional 9,087 shares during the period. Wagner Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares in the last quarter. Finally, AE Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 48.7% in the 2nd quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock worth $14,752,000 after purchasing an additional 49,761 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $97.65 on Friday. The firm’s fifty day moving average price is $99.91 and its 200-day moving average price is $98.66. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.46 and a fifty-two week high of $102.04.

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.