Triad Wealth Partners LLC Sells 1,359 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Triad Wealth Partners LLC lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.0% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 25,610 shares of the company’s stock after selling 1,359 shares during the period. Triad Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,541,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of AGG. Brighton Jones LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after purchasing an additional 7,030 shares during the period. Revolve Wealth Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after purchasing an additional 3,044 shares during the period. GAMMA Investing LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $842,000. Iams Wealth Management LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $373,000. Finally, Lifestyle Asset Management Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.1% in the 1st quarter. Lifestyle Asset Management Inc. now owns 85,742 shares of the company’s stock valued at $8,482,000 after purchasing an additional 4,161 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

NYSEARCA AGG opened at $100.29 on Friday. The company has a market capitalization of $130.13 billion, a P/E ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.02. The firm has a 50-day moving average price of $99.59 and a two-hundred day moving average price of $98.61.

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.