Orgel Wealth Management LLC Trims Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Orgel Wealth Management LLC reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 56.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,961 shares of the company’s stock after selling 7,572 shares during the quarter. Orgel Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $590,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the stock. Wealth Advisors of Tampa Bay LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.9% in the fourth quarter. Wealth Advisors of Tampa Bay LLC now owns 2,397 shares of the company’s stock valued at $232,000 after acquiring an additional 112 shares in the last quarter. Retirement Wealth Solutions LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the 1st quarter. Retirement Wealth Solutions LLC now owns 21,591 shares of the company’s stock worth $2,136,000 after purchasing an additional 116 shares during the period. D L Carlson Investment Group Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.3% in the fourth quarter. D L Carlson Investment Group Inc. now owns 39,641 shares of the company’s stock worth $3,841,000 after buying an additional 131 shares during the last quarter. MorganRosel Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.4% in the 4th quarter. MorganRosel Wealth Management LLC now owns 9,788 shares of the company’s stock worth $948,000 after acquiring an additional 137 shares during the last quarter. Finally, Centerpoint Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 10.0% during the fourth quarter. Centerpoint Advisors LLC now owns 1,530 shares of the company’s stock valued at $148,000 after buying an additional 139 shares during the period. Institutional investors own 83.63% of the company’s stock.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.40 on Tuesday. The stock’s fifty day moving average is $97.81 and its two-hundred day moving average is $97.82. The company has a market capitalization of $123.70 billion, a PE ratio of 124.57 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $102.04.

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.