Sovereign Financial Group Inc. Has $503,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sovereign Financial Group Inc. cut its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 59.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,068 shares of the company’s stock after selling 7,482 shares during the quarter. Sovereign Financial Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $503,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Blue Barn Wealth LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 19.3% in the fourth quarter. Blue Barn Wealth LLC now owns 78,726 shares of the company’s stock valued at $7,814,000 after acquiring an additional 12,709 shares during the period. Palisade Asset Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 65.4% in the 4th quarter. Palisade Asset Management LLC now owns 9,657 shares of the company’s stock valued at $958,000 after purchasing an additional 3,820 shares during the period. Simmons Bank grew its position in iShares Core U.S. Aggregate Bond ETF by 1.9% in the 4th quarter. Simmons Bank now owns 47,586 shares of the company’s stock worth $4,723,000 after purchasing an additional 909 shares during the last quarter. Peddock Capital Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the 4th quarter. Peddock Capital Advisors LLC now owns 163,111 shares of the company’s stock worth $16,189,000 after purchasing an additional 1,657 shares during the period. Finally, Welch & Forbes LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.0% during the fourth quarter. Welch & Forbes LLC now owns 6,172 shares of the company’s stock valued at $613,000 after buying an additional 459 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

AGG traded up $0.18 on Tuesday, hitting $96.44. 7,686,996 shares of the stock traded hands, compared to its average volume of 9,256,677. The business has a fifty day moving average price of $96.72 and a two-hundred day moving average price of $96.83. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $100.19.

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.