Measured Wealth Private Client Group LLC Cuts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Measured Wealth Private Client Group LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.6% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 56,056 shares of the company’s stock after selling 5,264 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.1% of Measured Wealth Private Client Group LLC’s investment portfolio, making the stock its 9th largest holding. Measured Wealth Private Client Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,564,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Mosaic Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 116.2% during the 3rd quarter. Mosaic Advisors LLC now owns 25,640 shares of the company’s stock worth $2,411,000 after acquiring an additional 13,778 shares in the last quarter. Truist Financial Corp increased its position in shares of 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 worth $633,471,000 after acquiring an additional 840,304 shares during the period. Your Advocates Ltd. LLP increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 51.1% during the third quarter. Your Advocates Ltd. LLP now owns 5,660 shares of the company’s stock worth $532,000 after acquiring an additional 1,914 shares during the period. Consolidated Planning Corp purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $225,000. Finally, JMG Financial Group Ltd. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% during the fourth quarter. JMG Financial Group Ltd. now owns 14,374 shares of the company’s stock worth $1,427,000 after acquiring an additional 258 shares during the period. 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 up $0.49 during trading on Friday, reaching $96.19. 9,146,714 shares of the company were exchanged, compared to its average volume of 10,411,634. The business’s fifty day simple moving average is $96.75 and its 200-day simple moving average is $96.70. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month 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.