Exencial Wealth Advisors LLC Decreases Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Exencial Wealth Advisors LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 122,431 shares of the company’s stock after selling 16,472 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,864,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Jones Financial Companies Lllp raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% in the 4th quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock valued at $12,495,021,000 after acquiring an additional 7,463,618 shares during the period. Wealth Enhancement Advisory Services LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.8% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock valued at $1,321,453,000 after purchasing an additional 230,711 shares during the period. United Services Automobile Association raised its position in iShares Core U.S. Aggregate Bond ETF by 105.8% in the third quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock valued at $924,510,000 after purchasing an additional 4,694,299 shares during the period. FMR LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 20.4% during the third quarter. FMR LLC now owns 9,092,454 shares of the company’s stock worth $920,793,000 after purchasing an additional 1,540,422 shares in the last quarter. Finally, PNC Financial Services Group Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.6% in the third quarter. PNC Financial Services Group Inc. now owns 8,174,489 shares of the company’s stock worth $827,830,000 after buying an additional 282,022 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $99.16 on Tuesday. The company has a market cap of $124.94 billion, a P/E ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The business’s 50-day simple moving average is $97.28 and its 200 day simple moving average is $98.70.

About iShares Core U.S. Aggregate Bond ETF

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.