Adaptive Financial Consulting LLC Sells 1,906 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Adaptive Financial Consulting LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 528,169 shares of the company’s stock after selling 1,906 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 21.2% of Adaptive Financial Consulting LLC’s portfolio, making the stock its biggest position. Adaptive Financial Consulting LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $51,180,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Kozak & Associates Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. Newbridge Financial Services Group Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $33,000. Bank of Jackson Hole Trust purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $35,000. Stonebridge Financial Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $43,000. Finally, Bank of New Hampshire lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after purchasing an additional 190 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %

Shares of AGG opened at $98.02 on Friday. The firm’s 50 day moving average price is $97.08 and its 200 day moving average price is $98.75. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company 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.