Sovereign Financial Group Inc. Has $201,000 Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sovereign Financial Group Inc. decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,983 shares of the company’s stock after selling 345 shares during the period. Sovereign Financial Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $201,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in AGG. First Community Trust NA bought a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at approximately $25,000. Oliver Lagore Vanvalin Investment Group lifted its position in iShares Core U.S. Aggregate Bond ETF by 162.9% in the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares in the last quarter. Vima LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $27,000. Lynx Investment Advisory bought a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth about $28,000. Finally, Atlas Capital Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $29,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.53 on Thursday. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $102.04. The stock’s 50-day moving average is $100.65 and its 200-day moving average is $98.24.

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.