Evoke Wealth LLC reduced its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 616,806 shares of the company’s stock after selling 36,635 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.1% of Evoke Wealth LLC’s investment portfolio, making the stock its 23rd largest holding. Evoke Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $61,607,000 at the end of the most recent quarter.
Other hedge funds have also recently added to or reduced their stakes in the company. Valley National Advisers Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares during the period. Cresta Advisors Ltd. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Wiser Advisor Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $29,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $29,000. Finally, Collier Financial purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $31,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%
AGG stock opened at $98.44 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.08 and a 52-week high of $101.46. The stock’s fifty day simple moving average is $99.09 and its 200-day simple moving average is $99.84. The stock has a market capitalization of $134.50 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.
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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