iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Lineweaver Wealth Advisors LLC’s 5th Largest Position

Lineweaver Wealth Advisors LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 33.9% during the 4th quarter, Holdings Channel reports. The institutional investor owned 236,606 shares of the company’s stock after selling 121,537 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 4.2% of Lineweaver Wealth Advisors LLC’s holdings, making the stock its 5th biggest holding. Lineweaver Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,936,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Mesirow Financial Investment Management Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after buying an additional 104 shares during the period. Howe & Rusling Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after acquiring an additional 105 shares in the last quarter. Braun Bostich & Associates Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after acquiring an additional 109 shares during the period. Vestia Personal Wealth Advisors grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after acquiring an additional 121 shares during the period. Finally, Mount Yale Investment Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% in the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after purchasing an additional 122 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

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

Shares of AGG stock opened at $98.96 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The business’s 50 day moving average is $97.14 and its two-hundred day moving average is $98.73. The company has a market capitalization of $124.69 billion, a P/E ratio of 125.24 and a beta of 0.20.

About iShares Core U.S. Aggregate Bond ETF

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.