Carmel Capital Partners LLC Has $379,000 Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Carmel Capital Partners LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 27.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,906 shares of the company’s stock after selling 1,486 shares during the period. Carmel Capital Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $379,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the company. Mesirow Financial Investment Management Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after buying an additional 104 shares in the last quarter. Howe & Rusling Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after purchasing an additional 105 shares in the last quarter. Braun Bostich & Associates Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares in the last quarter. Vestia Personal Wealth Advisors boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% in the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after purchasing an additional 121 shares in the last quarter. Finally, Mount Yale Investment Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% in the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after purchasing an additional 122 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

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

AGG opened at $98.57 on Thursday. The company’s 50 day moving average is $97.36 and its 200-day moving average is $98.69. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The company has a market cap of $124.20 billion, a P/E ratio of 125.24 and a beta of 0.20.

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.