Cypress Wealth Services LLC Decreases Position in iShares Core U.S. Aggregate Bond ETF $AGG

Cypress Wealth Services LLC cut its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 3,526 shares of the company’s stock after selling 569 shares during the period. Cypress Wealth Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $350,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Briaud Financial Planning Inc purchased a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter worth about $25,000. MTM Investment Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter worth about $37,000. AlphaCore Capital LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter worth about $40,000. Atlas Capital Advisors Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 66.7% in the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after buying an additional 200 shares during the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter worth about $56,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.78 on Wednesday. The company has a 50-day simple moving average of $99.82 and a two-hundred day simple moving average of $98.70. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.02. The stock has a market capitalization of $133.21 billion, a PE ratio of 124.57 and a beta of 0.12.

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.