Orgel Wealth Management LLC Lowers Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Orgel Wealth Management LLC reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 56.0% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 5,961 shares of the company’s stock after selling 7,572 shares during the quarter. Orgel Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $590,000 as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in the company. Bradley & Co. Private Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. Greenline Partners LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $31,000. Newbridge Financial Services Group Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $33,000. Bank of Jackson Hole Trust acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $35,000. Finally, Stonebridge Financial Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $43,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

AGG stock opened at $97.40 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $102.04. The company has a market cap of $123.70 billion, a PE ratio of 124.57 and a beta of 0.24. The stock has a 50-day moving average price of $97.81 and a two-hundred day moving average price of $97.82.

About iShares Core U.S. Aggregate Bond ETF

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.