Country Club Bank Sells 1,519 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

On October 27, 2024, it was reported that Country Club Bank reduced its stake in the iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 20.5% during the third quarter. This decision was detailed in the bank's latest Form 13F filing submitted to the Securities and Exchange Commission (SEC). Following the sale of 1,519 shares, Country Club Bank now holds a total of 5,905 shares of the ETF. As of the end of the most recent reporting period, these holdings were valued at $599,000.

In addition to Country Club Bank, other institutional investors have also made adjustments to their positions in the iShares Core U.S. Aggregate Bond ETF. For example, Oliver Lagore Vanvalin Investment Group increased its holdings by 162.9% in the second quarter, now owning 255 shares worth approximately $25,000 after acquiring an additional 158 shares. Similarly, ST Germain D J Co. Inc. significantly raised its stake in the third quarter by 1,020.0%, acquiring an additional 255 shares to reach a total of 280 valued at $28,000. Lynx Investment Advisory also entered the fray by acquiring a new position worth $28,000 during the second quarter.

Wagner Wealth Management LLC made a striking move by boosting its holdings by an astonishing 30,500.0% in the third quarter, resulting in 306 shares worth $31,000 after buying 305 shares. Lastly, LRI Investments LLC picked up a new stake in the iShares Core U.S. Aggregate Bond ETF, valued at $34,000 during the first quarter. Overall, institutional investors now hold 83.63% of the ETF's stock.

Performance Metrics of iShares Core U.S. Aggregate Bond ETF

As of the latest trading session on Friday, shares of NYSEARCA:AGG opened at $98.59. The ETF has fluctuated over the past year, reaching a low of $92.11 and a peak of $102.04. The current fifty-day simple moving average stands at $100.52, while the 200-day simple moving average is at $98.41.

About iShares Core U.S. Aggregate Bond ETF

iShares is a popular family of index funds that are traded on national securities exchanges, as well as some foreign exchanges. The iShares investment structure offers several benefits, including relatively low costs, tax efficiency, and the flexibility to trade. Investors can easily purchase and sell shares through various brokerage firms and hold these funds in any style of brokerage account.

Additional Information

For those interested in learning more about what other hedge funds are holding regarding the iShares Core U.S. Aggregate Bond ETF, various resources are available to access the latest 13F filings and insider trading information. Additionally, investors can explore articles related to stock performance, market trends, and more comprehensive financial data.

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