Conservest Capital Advisors Inc. Reduces Position in iShares Core U.S. Aggregate Bond ETF $AGG

Conservest Capital Advisors Inc. cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 27.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 45,388 shares of the company’s stock after selling 17,546 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.4% of Conservest Capital Advisors Inc.’s investment portfolio, making the stock its 24th biggest holding. Conservest Capital Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,503,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. Texas Yale Capital Corp. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the first quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock valued at $643,000 after buying an additional 103 shares during the last quarter. VAUGHAN & Co SECURITIES INC. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the second quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock valued at $649,000 after buying an additional 104 shares during the last quarter. Vestia Personal Wealth Advisors grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% during the second quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock valued at $215,000 after buying an additional 107 shares during the last quarter. Tempus Wealth Planning LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% during the first quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock valued at $379,000 after buying an additional 110 shares during the last quarter. Finally, Cornerstone Planning Group LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% during the first quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock valued at $67,000 after buying an additional 114 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $101.14 on Friday. The company has a market capitalization of $135.75 billion, a PE ratio of 124.57 and a beta of 0.12. The company has a fifty day moving average of $100.14 and a 200 day moving average of $98.84. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.35.

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.