NewSquare Capital LLC Trims Holdings in Ishares Core U.S. Aggregate Bond Etf (AGG)

NewSquare Capital LLC lowered its holdings in Ishares Core U.S. Aggregate Bond Etf (BMV:AGG) by 46.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 366,579 shares of the company’s stock after selling 320,701 shares during the quarter. Ishares Core U.S. Aggregate Bond Etf comprises 9.2% of NewSquare Capital LLC’s investment portfolio, making the stock its biggest holding. NewSquare Capital LLC owned about 0.08% of Ishares Core U.S. Aggregate Bond Etf worth $40,078,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the stock. Creative Planning grew its stake in Ishares Core U.S. Aggregate Bond Etf by 13.2% during the 4th quarter. Creative Planning now owns 13,768,701 shares of the company’s stock worth $1,505,332,000 after buying an additional 1,609,472 shares during the last quarter. Parametric Portfolio Associates LLC grew its stake in Ishares Core U.S. Aggregate Bond Etf by 53.4% during the 3rd quarter. Parametric Portfolio Associates LLC now owns 2,735,930 shares of the company’s stock worth $299,831,000 after buying an additional 952,969 shares during the last quarter. Prudential Financial Inc. grew its stake in Ishares Core U.S. Aggregate Bond Etf by 2.0% during the 3rd quarter. Prudential Financial Inc. now owns 2,305,889 shares of the company’s stock worth $252,703,000 after buying an additional 45,182 shares during the last quarter. Simply Money Advisors grew its stake in Ishares Core U.S. Aggregate Bond Etf by 0.6% during the 4th quarter. Simply Money Advisors now owns 778,460 shares of the company’s stock worth $85,109,000 after buying an additional 4,923 shares during the last quarter. Finally, Cahaba Wealth Management Inc. grew its stake in Ishares Core U.S. Aggregate Bond Etf by 14.8% during the 4th quarter. Cahaba Wealth Management Inc. now owns 596,173 shares of the company’s stock worth $65,179,000 after buying an additional 76,930 shares during the last quarter.

Ishares Core U.S. Aggregate Bond Etf (BMV:AGG) opened at $1,991.00 on Tuesday. Ishares Core U.S. Aggregate Bond Etf has a 1 year low of $1,920.01 and a 1 year high of $2,220.00.

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

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

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