Independence Bank of Kentucky lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,060 shares of the company’s stock after selling 192 shares during the quarter. Independence Bank of Kentucky’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $303,000 at the end of the most recent quarter.
Other institutional investors have also recently added to or reduced their stakes in the company. Prevail Innovative Wealth Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 32.1% in the fourth quarter. Prevail Innovative Wealth Advisors LLC now owns 17,314 shares of the company’s stock worth $1,678,000 after purchasing an additional 4,207 shares in the last quarter. Diversified Enterprises LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the fourth quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock valued at $11,832,000 after buying an additional 7,526 shares during the last quarter. WealthTrust Asset Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.3% during the 4th quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock worth $5,762,000 after buying an additional 198 shares in the last quarter. Kingsview Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 35.9% during the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock worth $124,676,000 after acquiring an additional 339,637 shares during the last quarter. Finally, Howe & Rusling Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 96.9% in the 4th quarter. Howe & Rusling Inc. now owns 8,691 shares of the company’s stock valued at $842,000 after acquiring an additional 4,277 shares in the last quarter. 83.63% of the stock is owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Trading Down 0.5%
Shares of NYSEARCA AGG opened at $97.28 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $102.04. The company has a 50-day moving average of $97.84 and a two-hundred day moving average of $97.82. The company has a market cap of $123.55 billion, a PE ratio of 124.57 and a beta of 0.24.
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.
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