5,227 iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Lynch Investment Planning LLC

Lynch Investment Planning LLC cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 57,036 shares of the company’s stock after selling 5,227 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 4.0% of Lynch Investment Planning LLC’s portfolio, making the stock its 9th largest holding. Lynch Investment Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,392,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Main Street Group LTD purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $30,000. Investors Research Corp boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 73.4% in the second quarter. Investors Research Corp now owns 352 shares of the company’s stock valued at $35,000 after purchasing an additional 149 shares during the last quarter. Downshift Financial LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 306.9% in the third quarter. Downshift Financial LLC now owns 415 shares of the company’s stock valued at $39,000 after purchasing an additional 313 shares during the last quarter. Steph & Co. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth about $40,000. Finally, Signature Equity Partners LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 182.9% during the 1st quarter. Signature Equity Partners LLC now owns 413 shares of the company’s stock worth $41,000 after purchasing an additional 267 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $96.09 on Wednesday. The business’s 50-day moving average is $95.93 and its two-hundred day moving average is $98.32. The company has a market capitalization of $139.51 billion, a P/E ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $93.83 and a fifty-two week 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.