Legacy Private Trust Co. Decreases Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Legacy Private Trust Co. lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 307,615 shares of the company’s stock after selling 7,278 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.0% of Legacy Private Trust Co.’s holdings, making the stock its 10th largest position. Legacy Private Trust Co.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $29,808,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Ironwood Wealth Management LLC. raised its stake in iShares Core U.S. Aggregate Bond ETF by 5.2% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock valued at $5,174,000 after purchasing an additional 2,624 shares during the period. Sachetta LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 13.1% during the second quarter. Sachetta LLC now owns 2,893 shares of the company’s stock valued at $285,000 after buying an additional 336 shares during the last quarter. Beam Wealth Advisors Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth $1,203,000. Discipline Wealth Solutions LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth $550,000. Finally, Truefg LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 2.9% during the second quarter. Truefg LLC now owns 5,591 shares of the company’s stock valued at $543,000 after acquiring an additional 155 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 Up 0.1 %

AGG stock traded up $0.11 during mid-day trading on Wednesday, hitting $96.48. The company had a trading volume of 7,444,327 shares, compared to its average volume of 7,344,896. The company has a 50-day moving average price of $97.87 and a 200 day moving average price of $98.97. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.

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.