BKM Wealth Management LLC Has $637,000 Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

BKM Wealth Management LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 60.1% in the 4th quarter, Holdings Channel reports. The firm owned 6,575 shares of the company’s stock after selling 9,893 shares during the quarter. BKM Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $637,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Mesirow Financial Investment Management Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after acquiring an additional 104 shares in the last quarter. Howe & Rusling Inc. boosted its holdings 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 worth $447,000 after buying an additional 105 shares during the last quarter. Braun Bostich & Associates Inc. boosted its holdings 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 worth $245,000 after buying an additional 109 shares during the last quarter. Heritage Wealth Management Inc. CA boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% in the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock worth $1,763,000 after buying an additional 116 shares during the last quarter. Finally, Vestia Personal Wealth Advisors boosted its holdings 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 worth $242,000 after buying an additional 121 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.70 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The stock’s 50-day simple moving average is $97.17 and its 200 day simple moving average is $98.82.

iShares Core U.S. Aggregate Bond ETF 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.