iShares Agency Bond ETF (AGZ) Shares Sold by Evercore Wealth Management LLC

Evercore Wealth Management LLC trimmed its holdings in shares of iShares Agency Bond ETF (NYSEARCA:AGZ) by 23.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,680 shares of the company’s stock after selling 2,035 shares during the quarter. Evercore Wealth Management LLC’s holdings in iShares Agency Bond ETF were worth $740,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Citadel Advisors LLC purchased a new stake in iShares Agency Bond ETF in the third quarter worth $843,000. Goelzer Investment Management Inc. increased its position in iShares Agency Bond ETF by 6.2% in the third quarter. Goelzer Investment Management Inc. now owns 9,111 shares of the company’s stock worth $1,009,000 after buying an additional 529 shares during the last quarter. Keybank National Association OH increased its position in iShares Agency Bond ETF by 2.1% in the third quarter. Keybank National Association OH now owns 103,433 shares of the company’s stock worth $11,451,000 after buying an additional 2,150 shares during the last quarter. Morningstar Investment Services LLC increased its position in iShares Agency Bond ETF by 2.4% in the third quarter. Morningstar Investment Services LLC now owns 122,549 shares of the company’s stock worth $13,567,000 after buying an additional 2,847 shares during the last quarter. Finally, MML Investors Services LLC purchased a new stake in iShares Agency Bond ETF in the third quarter worth $850,000.

NYSEARCA:AGZ opened at $111.39 on Friday. iShares Agency Bond ETF has a 1 year low of $109.81 and a 1 year high of $113.40.

The company also recently announced a monthly dividend, which was paid on Friday, December 7th. Shareholders of record on Tuesday, December 4th were given a $0.2341 dividend. This is an increase from iShares Agency Bond ETF’s previous monthly dividend of $0.22. This represents a $2.81 dividend on an annualized basis and a yield of 2.52%. The ex-dividend date of this dividend was Monday, December 3rd.

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Institutional Ownership by Quarter for iShares Agency Bond ETF (NYSEARCA:AGZ)

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