iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Cut by Dynasty Wealth Management LLC

Dynasty Wealth Management LLC trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,948,330 shares of the company’s stock after selling 22,910 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 4.9% of Dynasty Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding. Dynasty Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $285,693,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the stock. Professional Financial Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after purchasing an additional 8,242 shares during the last quarter. Fairvoy Private Wealth LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $12,479,000. Kingsview Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 35.9% during the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock worth $124,676,000 after acquiring an additional 339,637 shares during the period. Drucker Wealth 3.0 LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 6.3% in the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after buying an additional 340 shares during the period. Finally, World Investment Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock worth $32,037,000 after purchasing an additional 304,467 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $98.81 on Friday. The firm has a fifty day moving average price of $97.18 and a 200 day moving average price of $98.73. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The firm has a market cap of $124.50 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20.

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.