Bryn Mawr Capital Management LLC Has $359,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bryn Mawr Capital Management LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 95.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,700 shares of the company’s stock after selling 83,204 shares during the quarter. Bryn Mawr Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $359,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Mesirow Financial Investment Management Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% in the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after purchasing an additional 104 shares in the last quarter. Howe & Rusling Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the third 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 stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after acquiring an additional 109 shares in the last quarter. Vestia Personal Wealth Advisors increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after acquiring an additional 121 shares during the last quarter. Finally, Mount Yale Investment Advisors LLC raised 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 acquiring an additional 122 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $98.02 on Friday. The business has a 50 day moving average price of $97.08 and a 200 day moving average price of $98.75. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04.

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.