Investment House LLC Cuts Stake in iShares Core U.S. Aggregate Bond ETF $AGG
by Michael Walen · The Markets DailyInvestment House LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 50.2% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 7,915 shares of the company’s stock after selling 7,983 shares during the quarter. Investment House LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $785,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Angeles Investment Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $26,000. Transce3nd LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 84.7% during the second quarter. Transce3nd LLC now owns 484 shares of the company’s stock worth $48,000 after acquiring an additional 222 shares during the last quarter. IMA Advisory Services Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $60,000. Activest Wealth Management increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 252.6% during the second quarter. Activest Wealth Management now owns 617 shares of the company’s stock valued at $61,000 after acquiring an additional 442 shares in the last quarter. Finally, Semmax Financial Advisors Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,966.7% in the 1st quarter. Semmax Financial Advisors Inc. now owns 620 shares of the company’s stock valued at $61,000 after purchasing an additional 590 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.0%
AGG stock opened at $100.12 on Friday. The firm has a 50 day moving average of $100.45 and a 200 day moving average of $99.44. The stock has a market capitalization of $134.73 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $101.35.
About iShares Core U.S. Aggregate Bond ETF
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.
Further Reading
- Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
- What is the S&P 500 and How It is Distinct from Other Indexes
- 3 Recently Downgraded Stocks to Avoid in 2026
- Technology Stocks Explained: Here’s What to Know About Tech
- The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains
- How to Use the MarketBeat Stock Screener
- Oracle Stock Hit Hard: Why Its AI Pipeline Could Drive a 2026 Rally
Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).