Cyndeo Wealth Partners LLC Cuts Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cyndeo Wealth Partners LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 93.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,088 shares of the company’s stock after selling 310,488 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,338,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in AGG. Oliver Lagore Vanvalin Investment Group increased its holdings in iShares Core U.S. Aggregate Bond ETF by 162.9% in the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring an additional 158 shares in the last quarter. Lynx Investment Advisory purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth $28,000. ST Germain D J Co. Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after acquiring an additional 255 shares in the last quarter. Atlas Capital Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth $29,000. Finally, Wagner Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after acquiring an additional 305 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $99.52 on Monday. The firm has a fifty day moving average of $100.65 and a 200 day moving average of $98.36. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $102.04.

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.