Summit Wealth Partners LLC Sells 14,653 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Summit Wealth Partners LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.0% in the fourth quarter, Holdings Channel reports. The firm owned 194,705 shares of the company’s stock after selling 14,653 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 3.6% of Summit Wealth Partners LLC’s investment portfolio, making the stock its 5th biggest holding. Summit Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $19,447,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Cultivar Capital Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 3.3% during the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after purchasing an additional 7,750 shares in the last quarter. Ellenbecker Investment Group lifted its stake in iShares Core U.S. Aggregate Bond ETF by 8.5% in the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock valued at $65,046,000 after buying an additional 50,564 shares in the last quarter. CX Institutional boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% in the third quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after buying an additional 105,924 shares during the period. Fulton Breakefield Broenniman LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% in the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after buying an additional 7,345 shares during the period. Finally, CVA Family Office LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% during the third quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after acquiring an additional 8,593 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4%

AGG opened at $99.85 on Friday. The stock has a market capitalization of $136.35 billion, a P/E ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.66 and a 12 month high of $101.46. The firm’s fifty day simple moving average is $99.90 and its 200 day simple moving average is $100.13.

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.