iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Capital Advisors Wealth Management LLC

Capital Advisors Wealth Management LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 47,517 shares of the company’s stock after selling 4,987 shares during the quarter. Capital Advisors Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,604,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Oliver Lagore Vanvalin Investment Group increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares during the last quarter. Kozak & Associates Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $26,000. ST Germain D J Co. Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after purchasing an additional 255 shares during the last quarter. Wagner Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares during the period. Finally, Kimelman & Baird LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $36,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2 %

Shares of NYSEARCA AGG opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The stock has a fifty day simple moving average of $97.64 and a 200-day simple moving average of $98.90.

iShares Core U.S. Aggregate Bond ETF Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.