Mittelman Wealth Management Trims Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Mittelman Wealth Management reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 46.7% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,714 shares of the company’s stock after selling 4,132 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 0.4% of Mittelman Wealth Management’s investment portfolio, making the stock its 27th largest position. Mittelman Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $468,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Aspect Partners LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 8.5% during the second quarter. Aspect Partners LLC now owns 43,231 shares of the company’s stock worth $4,289,000 after purchasing an additional 3,405 shares during the last quarter. Alpha Financial Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 12.3% during the 2nd quarter. Alpha Financial Advisors LLC now owns 13,734 shares of the company’s stock valued at $1,362,000 after purchasing an additional 1,500 shares during the last quarter. Linscomb Wealth Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% during the 1st quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock valued at $6,331,000 after buying an additional 244 shares in the last quarter. Catalyst Capital Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 3.9% in the 2nd quarter. Catalyst Capital Advisors LLC now owns 130,085 shares of the company’s stock worth $12,904,000 after buying an additional 4,916 shares during the last quarter. Finally, 1ST Source Bank lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. 1ST Source Bank now owns 49,751 shares of the company’s stock worth $4,935,000 after buying an additional 616 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $100.12 on Friday. The stock has a market capitalization of $134.73 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.35. The firm’s 50 day simple moving average is $100.47 and its two-hundred day simple moving average is $99.10.

iShares Core U.S. Aggregate Bond ETF Company 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.