Heritage Financial Services LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 61,824 shares of the company’s stock after selling 8,926 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.0% of Heritage Financial Services LLC’s investment portfolio, making the stock its 10th biggest position. Heritage Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,136,000 as of its most recent SEC filing.
Other large investors have also recently added to or reduced their stakes in the company. First Pacific Financial purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $25,000. Cetera Trust Company N.A purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $28,000. Arlington Trust Co LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $33,000. Annis Gardner Whiting Capital Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $34,000. Finally, Kozak & Associates Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $35,000. 83.63% of the stock is currently owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %
AGG stock opened at $95.33 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $100.42. The company has a 50 day moving average of $96.89 and a two-hundred day moving average of $96.65.
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.
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