Zhang Financial LLC Lowers Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Zhang Financial LLC decreased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,112 shares of the company’s stock after selling 2,355 shares during the quarter. Zhang Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,301,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Moneta Group Investment Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 90,331.9% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 62,881,813 shares of the company’s stock worth $6,098,907,000 after purchasing an additional 62,812,278 shares in the last quarter. Envestnet Portfolio Solutions Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth $1,416,230,000. Charles Schwab Investment Management Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 120.7% in the third quarter. Charles Schwab Investment Management Inc. now owns 18,145,366 shares of the company’s stock worth $1,706,332,000 after acquiring an additional 9,923,920 shares during the period. TIAA Trust National Association bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth $657,826,000. Finally, United Services Automobile Association grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 127.4% in the third quarter. United Services Automobile Association now owns 7,073,294 shares of the company’s stock worth $665,173,000 after acquiring an additional 3,962,762 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1 %

Shares of AGG opened at $95.39 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $100.42. The business has a fifty day moving average of $97.08 and a 200 day moving average of $96.55.

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.