C2C Wealth Management LLC Has $2.28 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

C2C Wealth Management LLC cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 23,574 shares of the company’s stock after selling 140 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.1% of C2C Wealth Management LLC’s investment portfolio, making the stock its 12th biggest position. C2C Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,284,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Braun Bostich & Associates Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after purchasing an additional 109 shares during the period. Vestia Personal Wealth Advisors grew its position in iShares Core U.S. Aggregate Bond ETF by 5.1% during the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after buying an additional 121 shares in the last quarter. Mount Yale Investment Advisors LLC increased its stake in 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 worth $799,000 after acquiring an additional 122 shares during the last quarter. Cadent Capital Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% in the 4th quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock valued at $210,000 after acquiring an additional 123 shares in the last quarter. Finally, Summit Financial Strategies Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% during the 4th quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock valued at $599,000 after acquiring an additional 123 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.6 %

AGG stock opened at $98.73 on Friday. The company’s 50 day moving average is $98.00 and its 200 day moving average is $98.43. The stock has a market cap of $125.39 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-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.