Litman Gregory Wealth Management LLC Sells 244 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Litman Gregory Wealth Management LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.6% in the 2nd quarter, HoldingsChannel reports. The firm owned 14,994 shares of the company’s stock after selling 244 shares during the period. Litman Gregory Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,487,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Briaud Financial Planning Inc acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $25,000. MTM Investment Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $37,000. AlphaCore Capital LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $40,000. Atlas Capital Advisors Inc. grew its position in shares of 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 valued at $49,000 after purchasing an additional 200 shares during the last quarter. Finally, Byrne Asset Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $53,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1%

NYSEARCA:AGG opened at $100.18 on Monday. The stock has a 50 day simple moving average of $99.62 and a 200 day simple moving average of $98.61. The stock has a market cap of $132.01 billion, a P/E ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.02.

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.