Moss Adams Wealth Advisors LLC Lowers Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Moss Adams Wealth Advisors LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 21,811 shares of the company’s stock after selling 1,712 shares during the period. Moss Adams Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,114,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of AGG. Oliver Lagore Vanvalin Investment Group grew its holdings in 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 worth $25,000 after acquiring an additional 158 shares during the period. Kozak & Associates Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $26,000. ST Germain D J Co. Inc. boosted its position 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 worth $28,000 after purchasing an additional 255 shares in the last quarter. Wagner Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares during the period. Finally, Kimelman & Baird LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at approximately $36,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $96.92 on Friday. The company’s fifty day moving average price is $97.58 and its 200 day moving average price is $98.89. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04.

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.