iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Charles Schwab Investment Advisory Inc.

Charles Schwab Investment Advisory Inc. lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,531 shares of the company’s stock after selling 322 shares during the quarter. Charles Schwab Investment Advisory Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $549,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in AGG. Mosaic Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 116.2% in the 3rd quarter. Mosaic Advisors LLC now owns 25,640 shares of the company’s stock valued at $2,411,000 after purchasing an additional 13,778 shares during the last quarter. Truist Financial Corp grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 15.2% in the fourth quarter. Truist Financial Corp now owns 6,382,581 shares of the company’s stock valued at $633,471,000 after buying an additional 840,304 shares in the last quarter. Your Advocates Ltd. LLP increased its stake in iShares Core U.S. Aggregate Bond ETF by 51.1% during the third quarter. Your Advocates Ltd. LLP now owns 5,660 shares of the company’s stock worth $532,000 after purchasing an additional 1,914 shares during the period. Consolidated Planning Corp acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $225,000. Finally, JMG Financial Group Ltd. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% during the fourth quarter. JMG Financial Group Ltd. now owns 14,374 shares of the company’s stock worth $1,427,000 after purchasing an additional 258 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2 %

Shares of AGG stock traded down $0.17 during trading on Wednesday, reaching $96.29. The company’s stock had a trading volume of 2,855,081 shares, compared to its average volume of 9,183,225. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $100.19. The stock’s 50-day moving average price is $96.72 and its 200 day moving average price is $96.83.

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.