Heritage Wealth Management LLC Decreases Stock Holdings in iShares Agency Bond ETF (NYSEARCA:AGZ)

Heritage Wealth Management LLC cut its position in iShares Agency Bond ETF (NYSEARCA:AGZ) by 5.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,703 shares of the company’s stock after selling 210 shares during the quarter. Heritage Wealth Management LLC owned 0.05% of iShares Agency Bond ETF worth $438,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently made changes to their positions in AGZ. The PNC Financial Services Group Inc. increased its holdings in shares of iShares Agency Bond ETF by 2.5% in the 1st quarter. The PNC Financial Services Group Inc. now owns 86,004 shares of the company’s stock worth $10,125,000 after acquiring an additional 2,084 shares during the period. Belpointe Asset Management LLC increased its stake in iShares Agency Bond ETF by 655.4% during the 2nd quarter. Belpointe Asset Management LLC now owns 37,975 shares of the company’s stock valued at $4,495,000 after buying an additional 32,948 shares during the period. US Bancorp DE increased its stake in iShares Agency Bond ETF by 4.2% during the 2nd quarter. US Bancorp DE now owns 176,616 shares of the company’s stock valued at $20,908,000 after buying an additional 7,071 shares during the period. Ashfield Capital Partners LLC increased its stake in iShares Agency Bond ETF by 17.8% during the 1st quarter. Ashfield Capital Partners LLC now owns 12,713 shares of the company’s stock valued at $1,497,000 after buying an additional 1,923 shares during the period. Finally, Eagle Global Advisors LLC increased its stake in iShares Agency Bond ETF by 13.2% during the 2nd quarter. Eagle Global Advisors LLC now owns 2,015 shares of the company’s stock valued at $239,000 after buying an additional 235 shares during the period. Institutional investors and hedge funds own 12.16% of the company’s stock.

iShares Agency Bond ETF stock traded up $0.06 during trading hours on Wednesday, hitting $119.08. 27,083 shares of the company traded hands, compared to its average volume of 95,813. The firm’s 50-day simple moving average is $119.11 and its two-hundred day simple moving average is $118.50. iShares Agency Bond ETF has a 1-year low of $117.56 and a 1-year high of $122.00.

iShares Agency Bond ETF Profile

THE ISHARES BARCLAYS AGENCY BOND FUND seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the agency sector of the U.S. government bond market as defined by the Barclays Capital U.S. Agency Index.

See Also: The Role of a Fiduciary and Individual Investors

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Institutional Ownership by Quarter for iShares Agency Bond ETF (NYSEARCA:AGZ)

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