EverSource Wealth Advisors LLC Sells 21,021 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

EverSource Wealth Advisors LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 87.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,941 shares of the company’s stock after selling 21,021 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $295,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in AGG. Cary Street Partners Investment Advisory LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 30.6% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 6,267 shares of the company’s stock valued at $628,000 after purchasing an additional 1,468 shares during the period. Acima Private Wealth LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 15.7% in the third quarter. Acima Private Wealth LLC now owns 78,560 shares of the company’s stock valued at $7,876,000 after buying an additional 10,653 shares during the period. Verus Capital Partners LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 3.5% during the 3rd quarter. Verus Capital Partners LLC now owns 6,058 shares of the company’s stock worth $607,000 after acquiring an additional 205 shares during the period. Arbor Trust Wealth Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 6.5% during the 3rd quarter. Arbor Trust Wealth Advisors LLC now owns 43,550 shares of the company’s stock worth $4,366,000 after acquiring an additional 2,665 shares during the period. Finally, Aries Wealth Management raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.6% during the 3rd quarter. Aries Wealth Management now owns 22,035 shares of the company’s stock valued at $2,209,000 after acquiring an additional 550 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%

AGG stock opened at $101.40 on Monday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month high of $101.46. The company has a market cap of $140.13 billion, a P/E ratio of 124.57 and a beta of 0.25. The business’s fifty day moving average is $100.27 and its 200-day moving average is $100.22.

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.