iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Vestwell Advisors LLC

Vestwell Advisors LLC reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 90.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 37,873 shares of the company’s stock after selling 370,428 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 0.6% of Vestwell Advisors LLC’s investment portfolio, making the stock its 14th biggest holding. Vestwell Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,783,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. NBC Securities Inc. raised 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 during the last quarter. CPR Investments Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% during the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after buying an additional 36,256 shares during the last quarter. Curated Wealth Partners LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $3,913,000. Capital Asset Advisory Services LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after buying an additional 141,584 shares during the last quarter. Finally, Bright Financial Advisors Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.1% during the third quarter. Bright Financial Advisors Inc. now owns 353,529 shares of the company’s stock valued at $35,441,000 after buying an additional 23,511 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $98.76 on Monday. The business’s 50 day moving average is $98.94 and its 200-day moving average is $99.68. The stock has a market cap of $134.94 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46.

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.