Ishares Core U.S. Aggregate Bond Etf (BMV:AGG) is Aveo Capital Partners LLC’s 4th Largest Position

Aveo Capital Partners LLC cut its holdings in Ishares Core U.S. Aggregate Bond Etf (BMV:AGG) by 4.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,764 shares of the company’s stock after selling 4,657 shares during the period. Ishares Core U.S. Aggregate Bond Etf makes up 3.5% of Aveo Capital Partners LLC’s investment portfolio, making the stock its 4th biggest holding. Aveo Capital Partners LLC’s holdings in Ishares Core U.S. Aggregate Bond Etf were worth $10,470,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of AGG. Parametric Portfolio Associates LLC boosted its holdings in Ishares Core U.S. Aggregate Bond Etf by 53.4% during the third quarter. Parametric Portfolio Associates LLC now owns 2,735,930 shares of the company’s stock valued at $299,831,000 after acquiring an additional 952,969 shares during the period. Atlantic Trust Group LLC boosted its holdings in Ishares Core U.S. Aggregate Bond Etf by 4.3% during the third quarter. Atlantic Trust Group LLC now owns 100,775 shares of the company’s stock valued at $11,044,000 after acquiring an additional 4,111 shares during the period. Prudential Financial Inc. lifted its stake in shares of Ishares Core U.S. Aggregate Bond Etf by 2.0% in the third quarter. Prudential Financial Inc. now owns 2,305,889 shares of the company’s stock valued at $252,703,000 after buying an additional 45,182 shares during the period. Hefty Wealth Partners lifted its stake in shares of Ishares Core U.S. Aggregate Bond Etf by 57.9% in the fourth quarter. Hefty Wealth Partners now owns 60,745 shares of the company’s stock valued at $6,641,000 after buying an additional 22,271 shares during the period. Finally, Confluence Investment Management LLC bought a new stake in shares of Ishares Core U.S. Aggregate Bond Etf in the fourth quarter valued at about $338,000.

Ishares Core U.S. Aggregate Bond Etf (AGG) remained flat at $$1,991.00 during midday trading on Tuesday. Ishares Core U.S. Aggregate Bond Etf has a twelve month low of $1,920.01 and a twelve month high of $2,220.00.

The firm also recently disclosed a monthly dividend, which was paid on Wednesday, February 7th. Shareholders of record on Friday, February 2nd were issued a $0.2418 dividend. The ex-dividend date was Thursday, February 1st. This represents a $2.90 dividend on an annualized basis and a yield of 0.15%. This is an increase from Ishares Core U.S. Aggregate Bond Etf’s previous monthly dividend of $0.04.

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Institutional Ownership by Quarter for Ishares Core U.S. Aggregate Bond Etf (BMV:AGG)

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