Global Assets Advisory LLC Trims Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Global Assets Advisory LLC decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 56.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 51,104 shares of the company’s stock after selling 66,786 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 2.0% of Global Assets Advisory LLC’s holdings, making the stock its 10th biggest holding. Global Assets Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,049,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Texas Yale Capital Corp. increased its holdings 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. VAUGHAN & Co SECURITIES INC. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the 2nd quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock worth $649,000 after buying an additional 104 shares during the period. Vestia Personal Wealth Advisors increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock valued at $215,000 after acquiring an additional 107 shares in the last quarter. Tempus Wealth Planning LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% during the 1st quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock valued at $379,000 after acquiring an additional 110 shares during the period. Finally, Cornerstone Planning Group LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% during the 1st quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock valued at $67,000 after acquiring an additional 114 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

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

NYSEARCA:AGG opened at $100.18 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.02. The stock has a market capitalization of $132.01 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The firm has a fifty day simple moving average of $99.62 and a two-hundred day simple moving average of $98.61.

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.