Triumph Capital Management Has $827,000 Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Triumph Capital Management lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 23.5% during the 2nd quarter, Holdings Channel reports. The firm owned 8,338 shares of the company’s stock after selling 2,563 shares during the quarter. Triumph Capital Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $827,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Linscomb Wealth Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.4% during the 1st quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock worth $6,331,000 after buying an additional 244 shares in the last quarter. Mascoma Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 7.1% during the 1st quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock worth $46,980,000 after buying an additional 31,299 shares in the last quarter. Interactive Financial Advisors Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the 1st quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock worth $14,282,000 after buying an additional 1,170 shares in the last quarter. Sage Financial Group Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 1st quarter. Sage Financial Group Inc. now owns 16,686 shares of the company’s stock worth $1,651,000 after buying an additional 208 shares in the last quarter. Finally, Fund Evaluation Group LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 199.2% during the 1st quarter. Fund Evaluation Group LLC now owns 211,140 shares of the company’s stock worth $20,886,000 after buying an additional 140,576 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%

Shares of NYSEARCA AGG opened at $100.71 on Tuesday. The firm’s 50-day simple moving average is $99.04 and its 200 day simple moving average is $98.45. The company has a market cap of $130.67 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $102.04.

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.