Fermata Advisors LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.7% during the first quarter, HoldingsChannel reports. The fund owned 17,424 shares of the company’s stock after selling 1,456 shares during the quarter. Fermata Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,724,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also made changes to their positions in AGG. Naples Global Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 46.5% in the first quarter. Naples Global Advisors LLC now owns 60,970 shares of the company’s stock valued at $6,031,000 after purchasing an additional 19,339 shares during the last quarter. Beacon Financial Group grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 86.0% in the 1st quarter. Beacon Financial Group now owns 7,227 shares of the company’s stock worth $715,000 after buying an additional 3,341 shares during the last quarter. Lifestyle Asset Management Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% in the 1st quarter. Lifestyle Asset Management Inc. now owns 85,742 shares of the company’s stock worth $8,482,000 after buying an additional 4,161 shares during the last quarter. Long Run Wealth Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 56.6% in the 1st quarter. Long Run Wealth Advisors LLC now owns 87,920 shares of the company’s stock worth $8,697,000 after buying an additional 31,786 shares during the last quarter. Finally, TruWealth Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 17.0% in the 1st quarter. TruWealth Advisors LLC now owns 99,799 shares of the company’s stock worth $9,872,000 after buying an additional 14,526 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.6%
NYSEARCA AGG opened at $98.03 on Thursday. The firm’s fifty day simple moving average is $97.90 and its two-hundred day simple moving average is $97.83. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $102.04. The firm has a market capitalization of $124.50 billion, a P/E ratio of 124.57 and a beta of 0.24.
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.
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Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).
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