RFG Advisory LLC Reduces Position in iShares Core U.S. Aggregate Bond ETF $AGG

RFG Advisory LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 29.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 53,216 shares of the company’s stock after selling 22,030 shares during the period. RFG Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,267,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AGG. Blueline Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. First Command Advisory Services Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after purchasing an additional 212 shares during the period. Wiser Advisor Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $29,000. North Ridge Wealth Advisors Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $29,000. Finally, Safe Harbor Fiduciary LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $29,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

iShares Core U.S. Aggregate Bond ETF stock opened at $96.68 on Thursday. The stock has a 50-day moving average price of $97.62 and a 200 day moving average price of $98.66. The company has a market capitalization of $136.43 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.60 and a 52 week high of $101.46.

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.