Motive Wealth Advisors cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 138,743 shares of the company’s stock after selling 12,832 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 5.3% of Motive Wealth Advisors’ holdings, making the stock its 7th largest position. Motive Wealth Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,117,000 at the end of the most recent quarter.
A number of other institutional investors have also recently added to or reduced their stakes in the business. Apollon Wealth Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 5.9% during the third quarter. Apollon Wealth Management LLC now owns 69,648 shares of the company’s stock worth $6,585,000 after buying an additional 3,852 shares during the last quarter. Level Wealth Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $2,051,000. First Interstate Bank acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $2,981,000. Sigma Planning Corp acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $7,013,000. Finally, Financial Management Professionals Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $308,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Stock Performance
AGG opened at $96.05 on Tuesday. The company has a market cap of $139.45 billion, a PE ratio of 124.57 and a beta of 0.26. The stock has a 50-day moving average of $95.98 and a 200-day moving average of $98.36. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $93.83 and a 52-week high of $101.46.
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.
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