MIdWestOne Financial Group Inc. Trims Stake in iShares Core U.S. Aggregate Bond ETF $AGG

MIdWestOne Financial Group Inc. reduced its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 145,786 shares of the company’s stock after selling 7,828 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 1.6% of MIdWestOne Financial Group Inc.’s portfolio, making the stock its 11th largest holding. MIdWestOne Financial Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,561,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in AGG. Kampmann Melissa S. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares in the last quarter. Rothschild Investment LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after purchasing an additional 102 shares in the last quarter. Woodside Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after purchasing an additional 104 shares in the last quarter. Stephens Consulting LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares in the last quarter. Finally, Hoge Financial Services LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after purchasing an additional 111 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.6%

AGG stock opened at $98.88 on Friday. The firm has a 50 day moving average of $98.94 and a 200 day moving average of $99.69. The stock has a market capitalization of $135.10 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 $97.51 and a 52 week high of $101.46.

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.