Joel Adams & Associates Inc. Has $18.19 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Joel Adams & Associates Inc. cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 183,207 shares of the company’s stock after selling 11,307 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 13.5% of Joel Adams & Associates Inc.’s investment portfolio, making the stock its 2nd biggest holding. Joel Adams & Associates Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $18,187,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Valley National Advisers Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after purchasing an additional 200 shares in the last quarter. Cresta Advisors Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $25,000. First Command Advisory Services Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after buying an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth about $29,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $99.19 on Thursday. The business has a 50-day moving average of $98.86 and a 200-day moving average of $99.58. The stock has a market capitalization of $135.52 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. 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.

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.