Fort Henry Capital LLC Reduces Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Fort Henry Capital LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 273,798 shares of the company’s stock after selling 1,158 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 19.0% of Fort Henry Capital LLC’s portfolio, making the stock its 2nd biggest holding. Fort Henry Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,531,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of the company. Oliver Lagore Vanvalin Investment Group increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after purchasing an additional 158 shares during the last quarter. Kozak & Associates Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. ST Germain D J Co. Inc. raised 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 valued at $28,000 after acquiring an additional 255 shares during the period. Wagner Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after acquiring an additional 305 shares during the last quarter. Finally, Kimelman & Baird LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth approximately $36,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

Shares of NYSEARCA AGG opened at $97.01 on Friday. The business’s 50 day moving average is $97.50 and its 200-day moving average is $98.88. 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.