Financial & Tax Architects LLC Decreases Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Financial & Tax Architects LLC reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.8% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 172,717 shares of the company’s stock after selling 3,238 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 4.5% of Financial & Tax Architects LLC’s investment portfolio, making the stock its 6th largest position. Financial & Tax Architects LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,766,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Vawter Financial Ltd. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% in the second quarter. Vawter Financial Ltd. now owns 11,001 shares of the company’s stock worth $1,068,000 after acquiring an additional 100 shares during the period. Bank Hapoalim BM grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% in the second quarter. Bank Hapoalim BM now owns 8,782 shares of the company’s stock worth $852,000 after acquiring an additional 106 shares during the period. CGN Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% in the first quarter. CGN Advisors LLC now owns 25,898 shares of the company’s stock worth $2,536,000 after acquiring an additional 107 shares during the period. Ruedi Wealth Management Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 44.8% in the first quarter. Ruedi Wealth Management Inc. now owns 346 shares of the company’s stock worth $34,000 after acquiring an additional 107 shares during the period. Finally, Cambridge Advisors Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in the second quarter. Cambridge Advisors Inc. now owns 6,458 shares of the company’s stock worth $627,000 after acquiring an additional 108 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %

Shares of AGG opened at $101.88 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $102.04. The business has a fifty day moving average of $99.80 and a 200 day moving average of $97.88.

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.