Kovitz Investment Group Partners LLC Trims Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

by · The Cerbat Gem

Kovitz Investment Group Partners LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 76.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 106,257 shares of the company’s stock after selling 354,312 shares during the quarter. Kovitz Investment Group Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,613,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. Capstone Wealth Management Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $2,542,000. Wick Capital Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $1,030,000. Compound Planning Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the fourth quarter. Compound Planning Inc. now owns 271,627 shares of the company’s stock worth $27,130,000 after purchasing an additional 2,524 shares during the period. TMB Capital Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $634,000. Finally, Michels Family Financial LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 5.8% in the fourth quarter. Michels Family Financial LLC now owns 31,258 shares of the company’s stock valued at $3,122,000 after buying an additional 1,703 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3%

Shares of NYSEARCA:AGG opened at $98.90 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46. The company’s 50 day moving average is $98.91 and its 200 day moving average is $99.62. The company has a market cap of $135.13 billion, a PE ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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.

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