Litman Gregory Wealth Management LLC Sells 21,254 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Litman Gregory Wealth Management LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 34.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 40,412 shares of the company’s stock after selling 21,254 shares during the quarter. Litman Gregory Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,011,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 145.5% in the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 6,590 shares of the company’s stock valued at $705,000 after acquiring an additional 3,906 shares in the last quarter. Laurel Wealth Advisors Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 36.2% in the 1st quarter. Laurel Wealth Advisors Inc. now owns 52,003 shares of the company’s stock valued at $5,570,000 after acquiring an additional 13,829 shares in the last quarter. Worth Asset Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $44,000. Baltimore Washington Financial Advisors Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $241,000. Finally, West Michigan Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% in the 1st quarter. West Michigan Advisors LLC now owns 14,640 shares of the company’s stock valued at $1,568,000 after acquiring an additional 292 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG traded up $0.11 during mid-day trading on Friday, hitting $95.39. The company had a trading volume of 9,121,593 shares, compared to its average volume of 9,307,015. The firm has a fifty day moving average price of $97.08 and a 200 day moving average price of $96.55. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $100.42.

iShares Core U.S. Aggregate Bond ETF 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.