Avidian Wealth Enterprises LLC Has $7.11 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Avidian Wealth Enterprises LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 73,348 shares of the company’s stock after selling 4,281 shares during the quarter. Avidian Wealth Enterprises LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,107,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. TFB Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 7.4% in the 4th quarter. TFB Advisors LLC now owns 27,744 shares of the company’s stock valued at $2,688,000 after buying an additional 1,905 shares during the last quarter. Quent Capital LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $78,000. CAP Partners LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 49.5% in the fourth quarter. CAP Partners LLC now owns 26,746 shares of the company’s stock valued at $2,592,000 after purchasing an additional 8,855 shares during the period. Single Point Partners LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $37,415,000. Finally, Wealthcare Capital Partners LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $2,924,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.27 on Wednesday. The stock’s 50-day moving average is $97.31 and its 200 day moving average is $98.85. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04.

iShares Core U.S. Aggregate Bond ETF 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.