Tradewinds LLC. Has $561,000 Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Tradewinds LLC. reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 83.2% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 5,597 shares of the company’s stock after selling 27,699 shares during the period. Tradewinds LLC.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $561,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Brighton Jones LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after acquiring an additional 7,030 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after purchasing an additional 3,044 shares during the period. Compass Ion Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.1% during the 2nd quarter. Compass Ion Advisors LLC now owns 36,145 shares of the company’s stock worth $3,586,000 after purchasing an additional 744 shares during the last quarter. Ullmann Wealth Partners Group LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 14.5% in the 2nd quarter. Ullmann Wealth Partners Group LLC now owns 50,027 shares of the company’s stock valued at $4,963,000 after purchasing an additional 6,345 shares during the period. Finally, Bond & Devick Financial Network Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 58.4% in the 2nd quarter. Bond & Devick Financial Network Inc. now owns 9,621 shares of the company’s stock valued at $954,000 after buying an additional 3,546 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $100.05 on Monday. The stock has a fifty day moving average of $100.15 and a 200-day moving average of $99.82. The company has a market capitalization of $136.60 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.35.

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.