M Holdings Securities Inc. Decreases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

M Holdings Securities Inc. decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 10.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,031 shares of the company’s stock after selling 353 shares during the quarter. M Holdings Securities Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $292,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Sentinus LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $2,217,000. Captrust Financial Advisors lifted its stake in iShares Core U.S. Aggregate Bond ETF by 24.2% during the 3rd quarter. Captrust Financial Advisors now owns 1,858,957 shares of the company’s stock valued at $179,092,000 after acquiring an additional 362,189 shares during the period. Almanack Investment Partners LLC. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.6% during the 3rd quarter. Almanack Investment Partners LLC. now owns 35,491 shares of the company’s stock valued at $3,419,000 after acquiring an additional 3,690 shares during the last quarter. Clearstead Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 156.4% in the third quarter. Clearstead Advisors LLC now owns 3,943 shares of the company’s stock worth $380,000 after acquiring an additional 2,405 shares during the period. Finally, CreativeOne Wealth LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% during the third quarter. CreativeOne Wealth LLC now owns 24,253 shares of the company’s stock valued at $2,337,000 after purchasing an additional 1,693 shares during the last quarter. Institutional investors own 80.07% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $99.27 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $93.20 and a 12-month high of $108.14. The firm’s 50 day moving average is $98.75 and its 200 day moving average is $97.83.

iShares Core U.S. Aggregate Bond ETF Profile

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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.