Magnolia Private Wealth LLC Has $508,000 Position in iShares Core U.S. Aggregate Bond ETF $AGG

Magnolia Private Wealth LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,124 shares of the company’s stock after selling 966 shares during the quarter. Magnolia Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $508,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Texas Yale Capital Corp. raised its position in iShares Core U.S. Aggregate Bond ETF by 1.6% in the first quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock worth $643,000 after purchasing an additional 103 shares in the last quarter. Vestia Personal Wealth Advisors increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% during the second quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock worth $215,000 after buying an additional 107 shares in the last quarter. Tempus Wealth Planning LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% during the first quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after buying an additional 110 shares in the last quarter. Cornerstone Planning Group LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% during the first quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after buying an additional 114 shares in the last quarter. Finally, Howland Capital Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the first quarter. Howland Capital Management LLC now owns 13,949 shares of the company’s stock worth $1,380,000 after buying an additional 116 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

NYSEARCA AGG opened at $100.25 on Wednesday. The firm has a market cap of $130.07 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The company has a 50 day moving average of $99.51 and a 200-day moving average of $98.58. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.44.

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.