Summit Asset Management LLC Sells 1,216 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Summit Asset Management LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 16,615 shares of the company’s stock after selling 1,216 shares during the period. Summit Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,649,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the company. Long Run Wealth Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% during the fourth quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock valued at $2,000,000 after acquiring an additional 105 shares in the last quarter. Carmichael Hill & Associates Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock worth $168,000 after buying an additional 105 shares during the period. Brickley Wealth Management increased its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Brickley Wealth Management now owns 2,623 shares of the company’s stock worth $247,000 after buying an additional 110 shares during the period. O Connor Financial Group LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 4th quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock worth $266,000 after buying an additional 112 shares during the period. Finally, RKL Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 0.3% in the 3rd quarter. RKL Wealth Management LLC now owns 45,871 shares of the company’s stock worth $4,314,000 after buying an additional 116 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3 %

iShares Core U.S. Aggregate Bond ETF stock traded up $0.33 during mid-day trading on Thursday, hitting $95.60. The company had a trading volume of 2,864,998 shares, compared to its average volume of 9,207,118. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $100.42. The company’s fifty day moving average is $96.79 and its 200-day moving average is $96.69.

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.