iShares Core U.S. Aggregate Bond ETF $AGG Stock Sold by Kopp Family Office LLC

Kopp Family Office LLC cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 99.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 911 shares of the company’s stock after selling 336,622 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.0% of Kopp Family Office LLC’s holdings, making the stock its 29th biggest holding. Kopp Family Office LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $86,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. Cypress Wealth Services LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 69.3% in the 3rd quarter. Cypress Wealth Services LLC now owns 4,838 shares of the company’s stock worth $457,000 after purchasing an additional 1,981 shares during the last quarter. Courage Miller Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth $265,000. Obermeyer Wealth Partners bought a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $216,000. Diligent Investors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $1,741,000. Finally, TI Trust Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.6% in the third quarter. TI Trust Inc. now owns 48,391 shares of the company’s stock valued at $4,575,000 after purchasing an additional 774 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.0%

NYSEARCA:AGG opened at $95.30 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $93.83 and a 1-year high of $101.46. The business’s 50-day moving average price is $96.03 and its two-hundred day moving average price is $97.68. The firm has a market capitalization of $138.37 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.