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 has decreased its stake in the iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 20.5% during the third quarter of the year. This adjustment was mentioned in the company’s latest Form 13F filing with the Securities and Exchange Commission. After selling 1,519 shares, Country Club Bank's holdings in this exchange-traded fund now total 5,905 shares, which were valued at approximately $599,000 at the conclusion of the most recent reporting period.

In addition to Country Club Bank, other institutional investors have also modified their investments in the iShares Core U.S. Aggregate Bond ETF. For instance, the Oliver Lagore Vanvalin Investment Group significantly increased its position in the ETF by 162.9% during the second quarter, acquiring a total of 255 shares, valued at $25,000 after an additional purchase of 158 shares. Similarly, ST Germain D J Co. Inc. raised its holdings dramatically by 1,020.0% in the third quarter. They now own 280 shares worth $28,000 after acquiring an extra 255 shares. Meanwhile, Lynx Investment Advisory invested in this ETF during the second quarter, with its stake worth around $28,000. In an extraordinary move, Wagner Wealth Management LLC expanded its holdings by an astonishing 30,500.0% in the third quarter, owning 306 shares valued at $31,000 after acquiring an extra 305 shares. Furthermore, LRI Investments LLC entered the market by purchasing a new stake in the ETF during the first quarter, with this investment valued at approximately $34,000. It is noteworthy that institutional investors collectively own 83.63% of the iShares Core U.S. Aggregate Bond ETF.

Performance of iShares Core U.S. Aggregate Bond ETF

As of a recent trading session, the shares of NYSEARCA:AGG opened at $98.59. The ETF has shown a range in its stock performance, with a 12-month low recorded at $92.11 and a peak at $102.04. The fifty-day simple moving average stands at $100.52, while the 200-day simple moving average is noted at $98.41.

Overview of iShares Core U.S. Aggregate Bond ETF

The iShares Core U.S. Aggregate Bond ETF is part of a family of index funds that trade similarly to common stocks on national and select foreign exchanges. Investors find iShares appealing due to their relatively low costs, tax efficiency, and flexible trading options. These funds can be bought and sold through various channels, including brokerage firms, financial advisors, and online brokers, and can be held in various types of brokerage accounts.

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