McNaughton Wealth Management LLC Reduces Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

McNaughton Wealth Management LLC decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 19.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,806 shares of the company’s stock after selling 3,416 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 0.7% of McNaughton Wealth Management LLC’s investment portfolio, making the stock its 29th largest position. McNaughton Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,352,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Truist Financial Corp lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 15.2% during the fourth quarter. Truist Financial Corp now owns 6,382,581 shares of the company’s stock valued at $633,471,000 after purchasing an additional 840,304 shares in the last quarter. Cherry Tree Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 26.4% during the fourth quarter. Cherry Tree Wealth Management LLC now owns 32,582 shares of the company’s stock valued at $3,234,000 after purchasing an additional 6,799 shares during the last quarter. Consolidated Planning Corp purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $225,000. JMG Financial Group Ltd. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% in the 4th quarter. JMG Financial Group Ltd. now owns 14,374 shares of the company’s stock worth $1,427,000 after purchasing an additional 258 shares during the period. Finally, Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $35,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG traded down $0.04 during trading hours on Tuesday, hitting $97.80. 409,228 shares of the company traded hands, compared to its average volume of 8,267,552. The company’s 50 day moving average price is $96.50 and its 200 day moving average price is $97.37. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $99.70.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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