Well Done LLC Has $204,000 Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Well Done LLC lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 24.4% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,110 shares of the company’s stock after selling 681 shares during the quarter. Well Done LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $204,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Prevail Innovative Wealth Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 32.1% in the fourth quarter. Prevail Innovative Wealth Advisors LLC now owns 17,314 shares of the company’s stock worth $1,678,000 after purchasing an additional 4,207 shares during the period. Diversified Enterprises LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% during the 4th quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock valued at $11,832,000 after acquiring an additional 7,526 shares in the last quarter. WealthTrust Asset Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 0.3% in the fourth quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock valued at $5,762,000 after acquiring an additional 198 shares during the period. Howe & Rusling Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 96.9% in the fourth quarter. Howe & Rusling Inc. now owns 8,691 shares of the company’s stock worth $842,000 after purchasing an additional 4,277 shares in the last quarter. Finally, Invesco Ltd. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $9,181,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

Shares of AGG opened at $98.13 on Thursday. The company has a 50-day moving average price of $97.77 and a two-hundred day moving average price of $97.79. The stock has a market cap of $124.63 billion, a price-to-earnings ratio of 124.57 and a beta of 0.24. 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.