Tanager Wealth Management LLP Cuts Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Tanager Wealth Management LLP reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 27.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 139,666 shares of the company’s stock after selling 52,605 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 2.5% of Tanager Wealth Management LLP’s holdings, making the stock its 14th largest holding. Tanager Wealth Management LLP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,862,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Moneta Group Investment Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 90,331.9% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 62,881,813 shares of the company’s stock worth $6,098,907,000 after acquiring an additional 62,812,278 shares during the last quarter. Envestnet Portfolio Solutions Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $1,416,230,000. Charles Schwab Investment Management Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 120.7% during the third quarter. Charles Schwab Investment Management Inc. now owns 18,145,366 shares of the company’s stock valued at $1,706,332,000 after buying an additional 9,923,920 shares during the period. TIAA Trust National Association purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $657,826,000. Finally, United Services Automobile Association increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 127.4% in the third quarter. United Services Automobile Association now owns 7,073,294 shares of the company’s stock worth $665,173,000 after buying an additional 3,962,762 shares during the period. 83.63% of the stock is currently owned by institutional investors.

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

AGG stock traded up $0.11 during trading on Friday, hitting $95.39. 9,121,593 shares of the company traded hands, compared to its average volume of 9,307,015. The company has a 50-day moving average of $97.12 and a 200-day moving average of $96.53. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $100.42.

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.