Valley Wealth Managers Inc. Cuts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Valley Wealth Managers Inc. lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.8% in the third quarter, Holdings Channel reports. The institutional investor owned 1,701 shares of the company’s stock after selling 205 shares during the period. Valley Wealth Managers Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $172,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of AGG. WMS Partners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 0.9% during the first quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock valued at $9,475,000 after purchasing an additional 901 shares in the last quarter. FineMark National Bank & Trust boosted its holdings in shares of 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 valued at $1,423,000 after buying an additional 108 shares in the last quarter. Spectrum Investment Advisors Inc. grew its position in shares of 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 last quarter. Wagner Wealth Management LLC raised its stake 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 acquiring an additional 305 shares in the last quarter. Finally, AE Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 48.7% during the second quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock valued at $14,752,000 after acquiring an additional 49,761 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.0 %

NYSEARCA AGG opened at $97.66 on Friday. The firm’s fifty day simple moving average is $99.77 and its two-hundred day simple moving average is $98.66. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month 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.