29,655 iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by GoalFusion Wealth Management LLC

GoalFusion Wealth Management LLC trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 530,531 shares of the company’s stock after selling 29,655 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 20.1% of GoalFusion Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. GoalFusion Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $50,156,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. Bank of America Corp DE lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 29.6% during the 1st quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock worth $6,915,196,000 after buying an additional 15,923,080 shares in the last quarter. LPL Financial LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 19.6% in the 4th quarter. LPL Financial LLC now owns 14,085,361 shares of the company’s stock valued at $1,406,846,000 after buying an additional 2,304,418 shares during the last quarter. JPMorgan Chase & Co. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.2% in the 4th quarter. JPMorgan Chase & Co. now owns 12,335,314 shares of the company’s stock valued at $1,232,051,000 after buying an additional 716,579 shares during the period. Mariner LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 11.5% during the fourth quarter. Mariner LLC now owns 12,060,633 shares of the company’s stock worth $1,204,617,000 after acquiring an additional 1,244,206 shares during the last quarter. Finally, WealthNavi Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.2% during the first quarter. WealthNavi Inc. now owns 11,513,352 shares of the company’s stock worth $1,142,930,000 after acquiring an additional 354,238 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%

Shares of AGG traded up $0.20 during trading hours on Tuesday, hitting $94.33. 5,383,807 shares of the stock traded hands, compared to its average volume of 9,441,303. The business has a fifty day moving average of $96.66 and a 200-day moving average of $98.02. The firm has a market capitalization of $135.43 billion, a PE ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $93.83 and a 1-year high of $101.46.

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.