Delos Wealth Advisors LLC Cuts Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Delos Wealth Advisors LLC cut its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 19.8% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 24,694 shares of the company’s stock after selling 6,084 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.9% of Delos Wealth Advisors LLC’s investment portfolio, making the stock its 21st largest holding. Delos Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,450,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Brighton Jones LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after buying an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after acquiring an additional 3,044 shares in the last quarter. Kovitz Investment Group Partners LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 1st quarter. Kovitz Investment Group Partners LLC now owns 112,118 shares of the company’s stock valued at $11,091,000 after purchasing an additional 1,736 shares during the last quarter. EverSource Wealth Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 20.1% in the 1st quarter. EverSource Wealth Advisors LLC now owns 11,636 shares of the company’s stock worth $1,151,000 after purchasing an additional 1,946 shares in the last quarter. Finally, Global Endowment Management LP boosted its stake in iShares Core U.S. Aggregate Bond ETF by 341.7% in the 1st quarter. Global Endowment Management LP now owns 86,579 shares of the company’s stock worth $8,564,000 after purchasing an additional 66,979 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.81 on Friday. The firm’s 50 day simple moving average is $100.44 and its two-hundred day simple moving average is $99.47. The firm has a market capitalization of $134.31 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.35.

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.