iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by RFG Advisory LLC

RFG Advisory LLC cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 26.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 75,246 shares of the company’s stock after selling 27,218 shares during the quarter. RFG Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,470,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the stock. NBC Securities Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% during the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after buying an additional 13,724 shares in the last quarter. Curated Wealth Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $3,913,000. CPR Investments Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 205.1% in the 4th quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after acquiring an additional 36,256 shares in the last quarter. Capital Asset Advisory Services LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 8.7% during the 4th quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock worth $177,292,000 after acquiring an additional 141,584 shares during the period. Finally, Clearstead Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 22.2% during the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after acquiring an additional 39,415 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $99.19 on Thursday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 and a fifty-two week high of $101.46. The stock’s 50-day moving average is $98.86 and its two-hundred day moving average is $99.58. The stock has a market cap of $135.52 billion, a PE ratio of 124.57 and a beta of 0.25.

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.